Capital A Wealth Management, LLC Dimensional ETF Tr Transaction History

Capital A Wealth Management, LLC

$60.2 Billion
Q4 2024

A detailed history of Capital A Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Capital A Wealth Management, LLC holds 74 shares of DFIV stock, worth $2,869. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,869

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 26, 2025	BUY	$34.86 - $37.97 $2,579 - $2,809	74 New	74 $2.62 Million

Others Institutions Holding DFIV

# of Institutions

623

Shares Held

213M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

20.5M
Shares

$793 Million
0.24% of portfolio
Mercer Global Advisors Inc Denver, CO

17.8M
Shares

$690 Million
1.56% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$433 Million
4.47% of portfolio
Savant Capital, LLC

8.28M
Shares

$321 Million
2.39% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

7.02M
Shares

$272 Million
0.17% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Capital A Wealth Management, LLC Dimensional ETF Tr Transaction History