Institute For Wealth Management, Llc. Dimensional ETF Tr Transaction History
Institute For Wealth Management, Llc.
- $788 Million
- Q4 2024
A detailed history of Institute For Wealth Management, Llc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 10,552 shares of DFIV stock, worth $391,795. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,552
Previous 10,552
-0.0%
Holding current value
$391,795
Previous $401,000
6.73%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
569Shares Held
195MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$720 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$703 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$415 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$288 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$250 Million0.04% of portfolio