Ag Asset Advisory, LLC Dimensional ETF Tr Transaction History

Ag Asset Advisory, LLC

$100 Billion
Q4 2024

A detailed history of Ag Asset Advisory, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Ag Asset Advisory, LLC holds 61,436 shares of DFIV stock, worth $2.46 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares

61,436

Holding current value

$2.46 Million

% of portfolio

2.17%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Mar 06, 2025	BUY	$34.86 - $37.97 $2.14 Million - $2.33 Million	61,436 New	61,436 $2.18 Billion

Others Institutions Holding DFIV

# of Institutions

628

Shares Held

214M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

20.5M
Shares

$819 Million
0.24% of portfolio
Mercer Global Advisors Inc Denver, CO

17.8M
Shares

$712 Million
1.56% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$447 Million
4.47% of portfolio
Savant Capital, LLC

8.28M
Shares

$331 Million
2.39% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

7.02M
Shares

$281 Million
0.17% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ag Asset Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ag Asset Advisory, LLC with notifications on news.

Account

Ag Asset Advisory, LLC Dimensional ETF Tr Transaction History