Ieq Capital, LLC Dimensional ETF Tr Transaction History

Ieq Capital, LLC

$10.1 Billion
Q4 2024

A detailed history of Ieq Capital, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Ieq Capital, LLC holds 10,632 shares of DFIV stock, worth $426,981. This represents 0.0% of its overall portfolio holdings.

Number of Shares

10,632

Previous 10,632 -0.0%

Holding current value

$426,981

Previous $404,000 6.68%

% of portfolio

0.0%

Previous 0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 12, 2024	BUY	$35.5 - $38.02 $377,436 - $404,228	10,632 New	10,632 $382,000

Others Institutions Holding DFIV

# of Institutions

628

Shares Held

214M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

20.5M
Shares

$822 Million
0.24% of portfolio
Mercer Global Advisors Inc Denver, CO

17.8M
Shares

$715 Million
1.56% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$449 Million
4.47% of portfolio
Savant Capital, LLC

8.28M
Shares

$333 Million
2.39% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

7.02M
Shares

$282 Million
0.17% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ieq Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ieq Capital, LLC with notifications on news.

Account