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 $43.4 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
$43.4 Million
Previous $41.8 Million
9.65%
% of portfolio
3.17%
Previous 3.55%
Shares
11 transactions
Others Institutions Holding DFIV
# of Institutions
628Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$834 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$725 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$455 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$338 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$286 Million0.17% of portfolio