Partners In Financial Planning Dimensional ETF Tr Transaction History
Partners In Financial Planning
- $578 Billion
- Q3 2025
A detailed history of Partners In Financial Planning transactions in Dimensional ETF Tr stock. As of the latest transaction made, Partners In Financial Planning holds 9,562 shares of DFIV stock, worth $458,115. This represents 0.08% of its overall portfolio holdings.
Number of Shares
9,562
Previous 9,542
0.21%
Holding current value
$458,115
Previous $409 Million
7.91%
% of portfolio
0.08%
Previous 0.08%
Shares
17 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