Shotwell Rutter Baer Inc Dimensional ETF Tr Transaction History
Shotwell Rutter Baer Inc
- $122 Billion
- Q3 2024
A detailed history of Shotwell Rutter Baer Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Shotwell Rutter Baer Inc holds 135,146 shares of DFIV stock, worth $4.96 Million. This represents 4.22% of its overall portfolio holdings.
Number of Shares
135,146
Previous 130,485
3.57%
Holding current value
$4.96 Million
Previous $4.75 Billion
8.04%
% of portfolio
4.22%
Previous 4.21%
Shares
4 transactions
Others Institutions Holding DFIV
# of Institutions
539Shares Held
186MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$613 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$538 Million0.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$410 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$284 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$246 Million0.04% of portfolio