Herold Advisors, Inc. Dimensional ETF Tr Transaction History
Herold Advisors, Inc.
- $449 Million
- Q3 2024
A detailed history of Herold Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Herold Advisors, Inc. holds 46,606 shares of DFIV stock, worth $1.66 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
46,606
Previous 44,866
3.88%
Holding current value
$1.66 Million
Previous $1.61 Million
10.05%
% of portfolio
0.4%
Previous 0.38%
Shares
4 transactions
Others Institutions Holding DFIV
# of Institutions
559Shares Held
193MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$689 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$673 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$397 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$275 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$240 Million0.04% of portfolio