Valued Retirements, Inc. Dimensional ETF Tr Transaction History
Valued Retirements, Inc.
- $72.6 Billion
- Q3 2024
A detailed history of Valued Retirements, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Valued Retirements, Inc. holds 129,914 shares of DFIV stock, worth $4.89 Million. This represents 6.82% of its overall portfolio holdings.
Number of Shares
129,914Holding current value
$4.89 Million% of portfolio
6.82%Shares
4 transactions
Others Institutions Holding DFIV
# of Institutions
587Shares Held
203MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$730 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$713 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$420 Million4.47% of portfolio
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Savant Capital, LLC8.28MShares$312 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$264 Million0.17% of portfolio