Drive Wealth Management, LLC Dimensional ETF Tr Transaction History
Drive Wealth Management, LLC
- $436 Million
- Q3 2025
A detailed history of Drive Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Drive Wealth Management, LLC holds 14,775 shares of DFIV stock, worth $707,870. This represents 0.16% of its overall portfolio holdings.
Number of Shares
14,775
Previous 14,695
0.54%
Holding current value
$707,870
Previous $629,000
8.27%
% of portfolio
0.16%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding DFIV
# of Institutions
792Shares Held
258MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO26.9MShares$1.29 Billion0.84% of portfolio
-
Mercer Global Advisors Inc Denver, CO20.9MShares$1 Billion1.65% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA13.8MShares$663 Million0.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$535 Million4.47% of portfolio
-
Savant Capital, LLC8.68MShares$416 Million2.24% of portfolio