Wcg Wealth Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Wcg Wealth Advisors LLC
- $1.48 Billion
- Q3 2024
A detailed history of Wcg Wealth Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 11,965 shares of DFIC stock, worth $320,781. This represents 0.02% of its overall portfolio holdings.
Number of Shares
11,965
Previous 11,964
0.01%
Holding current value
$320,781
Previous $315,000
6.98%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
375Shares Held
238MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$724 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$690 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$423 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$158 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$130 Million17.02% of portfolio