Prism Advisors, Inc. Dimensional ETF Tr Transaction History
Prism Advisors, Inc.
- $347 Million
- Q3 2024
A detailed history of Prism Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Prism Advisors, Inc. holds 492,226 shares of DFIV stock, worth $17.4 Million. This represents 5.4% of its overall portfolio holdings.
Number of Shares
492,226Holding current value
$17.4 Million% of portfolio
5.4%Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
561Shares Held
193MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$685 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$669 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$395 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$274 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$238 Million0.04% of portfolio