Sound Income Strategies, LLC Dimensional ETF Tr Transaction History
Sound Income Strategies, LLC
- $1.56 Billion
- Q1 2025
A detailed history of Sound Income Strategies, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sound Income Strategies, LLC holds 891 shares of DFIV stock, worth $34,419. This represents 0.0% of its overall portfolio holdings.
Number of Shares
891
Previous 891
-0.0%
Holding current value
$34,419
Previous $31,000
12.9%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding DFIV
# of Institutions
639Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$790 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$687 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$431 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$320 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$271 Million0.17% of portfolio