Werba Rubin Papier Wealth Management Dimensional ETF Tr Dimensional Transaction History
Werba Rubin Papier Wealth Management
- $424 Billion
- Q4 2024
A detailed history of Werba Rubin Papier Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Werba Rubin Papier Wealth Management holds 23,732 shares of DFIC stock, worth $636,017. This represents 0.14% of its overall portfolio holdings.
Number of Shares
23,732
Previous 23,805
0.31%
Holding current value
$636,017
Previous $670 Million
8.44%
% of portfolio
0.14%
Previous 0.16%
Shares
9 transactions
Others Institutions Holding DFIC
# of Institutions
386Shares Held
2.26BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$54.2 Billion3.13% of portfolio
-
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