Seven Springs Wealth Group, LLC Dimensional ETF Tr Transaction History
Seven Springs Wealth Group, LLC
- $249 Million
- Q2 2024
A detailed history of Seven Springs Wealth Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Seven Springs Wealth Group, LLC holds 40,598 shares of DFIV stock, worth $1.51 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
40,598
Previous 40,988
0.95%
Holding current value
$1.51 Million
Previous $1.51 Million
3.12%
% of portfolio
0.58%
Previous 0.59%
Shares
7 transactions
Others Institutions Holding DFIV
# of Institutions
539Shares Held
186MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$623 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$546 Million0.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$416 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$289 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$250 Million0.04% of portfolio