Clearstead Trust, LLC Dimensional ETF Tr Transaction History
Clearstead Trust, LLC
- $526 Million
- Q3 2025
A detailed history of Clearstead Trust, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Clearstead Trust, LLC holds 12,500 shares of DFIV stock, worth $598,875. This represents 0.11% of its overall portfolio holdings.
Number of Shares
12,500
Previous 12,500
-0.0%
Holding current value
$598,875
Previous $535,000
7.66%
% of portfolio
0.11%
Previous 0.11%
Shares
1 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