Your Advocates Ltd., LLP Dimensional ETF Tr Dimensional Transaction History
Your Advocates Ltd., LLP
- $189 Million
- Q4 2024
A detailed history of Your Advocates Ltd., LLP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Your Advocates Ltd., LLP holds 1,251,082 shares of DFIC stock, worth $35.2 Million. This represents 17.12% of its overall portfolio holdings.
Number of Shares
1,251,082
Previous 1,190,452
5.09%
Holding current value
$35.2 Million
Previous $33.5 Million
3.46%
% of portfolio
17.12%
Previous 17.41%
Shares
8 transactions
Others Institutions Holding DFIC
# of Institutions
438Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$57 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$830 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO27.4MShares$772 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16.4MShares$460 Million8.36% of portfolio
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Evensky & Katz LLC6.13MShares$173 Million10.37% of portfolio