Castleview Partners, LLC Dimensional ETF Tr Transaction History
Castleview Partners, LLC
- $145 Million
- Q4 2025
A detailed history of Castleview Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Castleview Partners, LLC holds 5,157 shares of DFIV stock, worth $247,071. This represents 0.17% of its overall portfolio holdings.
Number of Shares
5,157
Previous 5,135
0.43%
Holding current value
$247,071
Previous $236,000
4.66%
% of portfolio
0.17%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding DFIV
# of Institutions
793Shares 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