Allegiance Financial Group Advisory Services LLC Dimensional ETF Tr Transaction History
Allegiance Financial Group Advisory Services LLC
- $287 Billion
- Q3 2024
A detailed history of Allegiance Financial Group Advisory Services LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Allegiance Financial Group Advisory Services LLC holds 68,743 shares of DFIV stock, worth $2.44 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
68,743
Previous 68,158
0.86%
Holding current value
$2.44 Million
Previous $2.45 Billion
6.86%
% of portfolio
0.91%
Previous 0.94%
Shares
8 transactions
Others Institutions Holding DFIV
# of Institutions
559Shares Held
193MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$689 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$673 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$397 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$275 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$240 Million0.04% of portfolio