Wms Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Wms Partners, LLC
- $1.7 Billion
- Q3 2024
A detailed history of Wms Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wms Partners, LLC holds 28,050 shares of DFIC stock, worth $725,092. This represents 0.05% of its overall portfolio holdings.
Number of Shares
28,050
Previous 28,286
0.83%
Holding current value
$725,092
Previous $743,000
6.19%
% of portfolio
0.05%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
364Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$698 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$665 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$408 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$153 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$126 Million17.02% of portfolio