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 $2.43 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares

61,436

Holding current value

$2.43 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

625

Shares Held

214M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

20.5M
Shares

$809 Million
0.24% of portfolio
Mercer Global Advisors Inc Denver, CO

17.8M
Shares

$703 Million
1.56% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$441 Million
4.47% of portfolio
Savant Capital, LLC

8.28M
Shares

$327 Million
2.39% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

7.02M
Shares

$277 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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Ag Asset Advisory, LLC Dimensional ETF Tr Transaction History