Beacon Harbor Wealth Advisors, Inc. Dimensional ETF Tr Transaction History
Beacon Harbor Wealth Advisors, Inc.
- $407 Million
- Q4 2024
A detailed history of Beacon Harbor Wealth Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Beacon Harbor Wealth Advisors, Inc. holds 97,587 shares of DFIV stock, worth $3.87 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
97,587
Previous 91,741
6.37%
Holding current value
$3.87 Million
Previous $3.49 Million
0.94%
% of portfolio
0.85%
Previous 0.83%
Shares
8 transactions
Others Institutions Holding DFIV
# of Institutions
630Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$812 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$706 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$443 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$328 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$278 Million0.17% of portfolio