Archvest Wealth Advisors, Inc. Dimensional ETF Tr Transaction History
Archvest Wealth Advisors, Inc.
- $166 Million
- Q3 2024
A detailed history of Archvest Wealth Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Archvest Wealth Advisors, Inc. holds 19,079 shares of DFIV stock, worth $708,403. This represents 0.44% of its overall portfolio holdings.
Number of Shares
19,079
Previous 17,112
11.49%
Holding current value
$708,403
Previous $615,000
18.05%
% of portfolio
0.44%
Previous 0.41%
Shares
3 transactions
Others Institutions Holding DFIV
# of Institutions
565Shares Held
195MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$720 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$703 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$415 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$288 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$250 Million0.04% of portfolio