Steward Financial Group LLC Dimensional ETF Tr Transaction History
Steward Financial Group LLC
- $315 Million
- Q3 2023
A detailed history of Steward Financial Group LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Steward Financial Group LLC holds 11,261 shares of DFIV stock, worth $397,851. This represents 0.12% of its overall portfolio holdings.
Number of Shares
11,261Holding current value
$397,851% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
561Shares Held
193MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$685 Million1.62% of portfolio
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Envestnet Asset Management Inc18.9MShares$669 Million0.24% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$395 Million4.47% of portfolio
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Savant Capital, LLC7.75MShares$274 Million2.51% of portfolio
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Northern Trust Corp Chicago, IL6.75MShares$238 Million0.04% of portfolio