Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Dimensional ETF Tr Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.55 Billion
- Q3 2024
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 1,759,499 shares of DFIV stock, worth $61.5 Million. This represents 1.89% of its overall portfolio holdings.
Number of Shares
1,759,499
Previous 1,775,536
0.9%
Holding current value
$61.5 Million
Previous $63.8 Million
5.0%
% of portfolio
1.89%
Previous 1.89%
Shares
13 transactions
Others Institutions Holding DFIV
# of Institutions
559Shares Held
193MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$678 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$662 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$390 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$271 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$236 Million0.04% of portfolio