Sanford Advisory Services, LLC Dimensional ETF Tr Transaction History
Sanford Advisory Services, LLC
- $420 Million
- Q4 2022
A detailed history of Sanford Advisory Services, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sanford Advisory Services, LLC holds 207,798 shares of DFIV stock, worth $9.96 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
207,798
Previous 165,088
25.87%
Holding current value
$9.96 Million
Previous $4.25 Million
48.53%
% of portfolio
1.5%
Previous 1.21%
Shares
3 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