Parkwoods Wealth Partners, LLC Dimensional ETF Tr Transaction History
Parkwoods Wealth Partners, LLC
- $126 Billion
- Q4 2024
A detailed history of Parkwoods Wealth Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Parkwoods Wealth Partners, LLC holds 417,360 shares of DFIV stock, worth $15.7 Million. This represents 11.78% of its overall portfolio holdings.
Number of Shares
417,360
Previous 399,029
4.59%
Holding current value
$15.7 Million
Previous $15.2 Billion
2.55%
% of portfolio
11.78%
Previous 12.5%
Shares
2 transactions
Others Institutions Holding DFIV
# of Institutions
595Shares Held
204MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$730 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$713 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$420 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$312 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$264 Million0.17% of portfolio