Dogwood Wealth Management LLC Dimensional ETF Tr Transaction History
Dogwood Wealth Management LLC
- $189 Billion
- Q4 2024
A detailed history of Dogwood Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 2,857 shares of DFIV stock, worth $113,337. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,857Holding current value
$113,337% of portfolio
0.05%Shares
2 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
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Mercer Global Advisors Inc Denver, CO17.8MShares$706 Million1.56% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$443 Million4.47% of portfolio
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Savant Capital, LLC8.28MShares$328 Million2.39% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$278 Million0.17% of portfolio