Parkwoods Wealth Partners, LLC Dimensional ETF Tr Transaction History
Parkwoods Wealth Partners, LLC
- $126 Billion
- Q4 2024
A detailed history of Parkwoods Wealth Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Parkwoods Wealth Partners, LLC holds 417,360 shares of DFIV stock, worth $16.7 Million. This represents 11.78% of its overall portfolio holdings.
Number of Shares
417,360
Previous 399,029
4.59%
Holding current value
$16.7 Million
Previous $15.2 Billion
2.55%
% of portfolio
11.78%
Previous 12.5%
Shares
2 transactions
Others Institutions Holding DFIV
# of Institutions
628Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$818 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$712 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$447 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$331 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$281 Million0.17% of portfolio