Black Diamond Wealth Management Inc. Dimensional ETF Tr Transaction History
Black Diamond Wealth Management Inc.
- $136 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding DFIV
# of Institutions
536Shares Held
185MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$611 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$536 Million0.19% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$409 Million4.47% of portfolio
-
Savant Capital, LLC7.26MShares$266 Million2.57% of portfolio
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Northern Trust Corp Chicago, IL6.7MShares$245 Million0.04% of portfolio