Avidian Wealth Solutions, LLC Dimensional ETF Tr Transaction History
Avidian Wealth Solutions, LLC
- $2.16 Billion
- Q4 2024
A detailed history of Avidian Wealth Solutions, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 18,831 shares of DFIV stock, worth $744,201. This represents 0.03% of its overall portfolio holdings.
Number of Shares
18,831Holding current value
$744,201% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
625Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$809 Million0.24% of portfolio
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Mercer Global Advisors Inc Denver, CO17.8MShares$703 Million1.56% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$441 Million4.47% of portfolio
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Savant Capital, LLC8.28MShares$327 Million2.39% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$277 Million0.17% of portfolio