Collective Family Office LLC Dimensional ETF Tr Transaction History
Collective Family Office LLC
- $360 Million
- Q4 2024
A detailed history of Collective Family Office LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Collective Family Office LLC holds 30,564 shares of DFIV stock, worth $1.13 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
30,564
Previous 27,577
10.83%
Holding current value
$1.13 Million
Previous $1.05 Million
3.24%
% of portfolio
0.3%
Previous 0.29%
Shares
12 transactions
Others Institutions Holding DFIV
# of Institutions
569Shares Held
195MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$720 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$703 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$415 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$288 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$250 Million0.04% of portfolio