Fiduciary Financial Group, LLC Dimensional ETF Tr Transaction History
Fiduciary Financial Group, LLC
- $459 Billion
- Q1 2025
A detailed history of Fiduciary Financial Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Fiduciary Financial Group, LLC holds 473,678 shares of DFIV stock, worth $18.6 Million. This represents 3.75% of its overall portfolio holdings.
Number of Shares
473,678
Previous 445,065
6.43%
Holding current value
$18.6 Million
Previous $15.7 Billion
9.53%
% of portfolio
3.75%
Previous 3.42%
Shares
4 transactions
Others Institutions Holding DFIV
# of Institutions
643Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$805 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$700 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$439 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$326 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$276 Million0.17% of portfolio