True Link Financial Advisors, LLC Dimensional ETF Tr Transaction History
True Link Financial Advisors, LLC
- $1.19 Billion
- Q4 2024
A detailed history of True Link Financial Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, True Link Financial Advisors, LLC holds 1,065,332 shares of DFIV stock, worth $39.6 Million. This represents 3.17% of its overall portfolio holdings.
Number of Shares
1,065,332
Previous 1,098,326
3.0%
Holding current value
$39.6 Million
Previous $41.8 Million
9.65%
% of portfolio
3.17%
Previous 3.55%
Shares
11 transactions
Others Institutions Holding DFIV
# of Institutions
577Shares Held
198MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$721 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$704 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$415 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$308 Million2.39% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$251 Million0.04% of portfolio