Fiduciary Financial Group, LLC Dimensional ETF Tr Transaction History
Fiduciary Financial Group, LLC
- $435 Billion
- Q3 2024
A detailed history of Fiduciary Financial Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Fiduciary Financial Group, LLC holds 445,182 shares of DFIV stock, worth $16.4 Million. This represents 3.84% of its overall portfolio holdings.
Number of Shares
445,182
Previous 403,927
10.21%
Holding current value
$16.4 Million
Previous $15.1 Billion
11.07%
% of portfolio
3.84%
Previous 3.64%
Shares
2 transactions
Others Institutions Holding DFIV
# of Institutions
535Shares Held
185MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$615 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$540 Million0.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$411 Million4.47% of portfolio
-
Savant Capital, LLC7.26MShares$267 Million2.57% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$247 Million0.04% of portfolio