Wealthstream Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Wealthstream Advisors, Inc.
- $519 Million
- Q4 2024
A detailed history of Wealthstream Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 3,105,142 shares of DFIC stock, worth $87.6 Million. This represents 15.47% of its overall portfolio holdings.
Number of Shares
3,105,142
Previous 2,882,949
7.71%
Holding current value
$87.6 Million
Previous $81.1 Million
1.06%
% of portfolio
15.47%
Previous 16.16%
Shares
9 transactions
Others Institutions Holding DFIC
# of Institutions
443Shares Held
266MCall Options Held
5.9KPut Options Held
0-
Envestnet Asset Management Inc29.5MShares$831 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$773 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$461 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$173 Million10.37% of portfolio
-
Rw Investment Management LLC Eagle, ID4.92MShares$139 Million15.48% of portfolio