Kaufman Rossin Wealth, LLC Dimensional ETF Tr Transaction History
Kaufman Rossin Wealth, LLC
- $183 Billion
- Q3 2025
A detailed history of Kaufman Rossin Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Kaufman Rossin Wealth, LLC holds 57,122 shares of DFIV stock, worth $2.74 Million. This represents 1.44% of its overall portfolio holdings.
Number of Shares
57,122
Previous 59,841
4.54%
Holding current value
$2.74 Million
Previous $2.56 Billion
2.79%
% of portfolio
1.44%
Previous 1.62%
Shares
4 transactions
Others Institutions Holding DFIV
# of Institutions
792Shares Held
258MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO26.9MShares$1.29 Billion0.84% of portfolio
-
Mercer Global Advisors Inc Denver, CO20.9MShares$1 Billion1.65% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA13.8MShares$663 Million0.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$535 Million4.47% of portfolio
-
Savant Capital, LLC8.68MShares$416 Million2.24% of portfolio