Private Trust CO Na Dimensional ETF Tr Transaction History
Private Trust CO Na
- $944 Million
- Q4 2024
A detailed history of Private Trust CO Na transactions in Dimensional ETF Tr stock. As of the latest transaction made, Private Trust CO Na holds 5,413 shares of DFIV stock, worth $203,745. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,413
Previous 5,413
-0.0%
Holding current value
$203,745
Previous $206,000
7.28%
% of portfolio
0.02%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding DFIV
# of Institutions
587Shares Held
203MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$730 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$713 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$420 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$312 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$264 Million0.17% of portfolio