Atlas Private Wealth Advisors Dimensional ETF Tr Transaction History
Atlas Private Wealth Advisors
- $380 Million
- Q3 2025
A detailed history of Atlas Private Wealth Advisors transactions in Dimensional ETF Tr stock. As of the latest transaction made, Atlas Private Wealth Advisors holds 5,471 shares of DFIV stock, worth $262,115. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,471
Previous 7,941
31.1%
Holding current value
$262,115
Previous $340,000
25.88%
% of portfolio
0.07%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding DFIV
# of Institutions
792Shares Held
258MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO26.9MShares$1.29 Billion0.84% of portfolio
-
Mercer Global Advisors Inc Denver, CO20.9MShares$1 Billion1.65% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA13.8MShares$663 Million0.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$535 Million4.47% of portfolio
-
Savant Capital, LLC8.68MShares$416 Million2.24% of portfolio