Wealthgarden F.S. LLC Dimensional ETF Tr Transaction History

Wealthgarden F.S. LLC

$1.64 Trillion
Q3 2024

A detailed history of Wealthgarden F.S. LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealthgarden F.S. LLC holds 19,752 shares of DFIV stock, worth $733,984. This represents 0.05% of its overall portfolio holdings.

Number of Shares

19,752

Holding current value

$733,984

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$34.66 - $38.38 $684,604 - $758,081	19,752 New	19,752 $752 Million

Others Institutions Holding DFIV

# of Institutions

570

Shares Held

197M

Call Options Held

Put Options Held

Mercer Global Advisors Inc Denver, CO

19.4M
Shares

$721 Million
1.62% of portfolio
Envestnet Asset Management Inc

18.9M
Shares

$704 Million
0.24% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$415 Million
4.47% of portfolio
Savant Capital, LLC

8.28M
Shares

$308 Million
2.39% of portfolio
Northern Trust Corp Chicago, IL

6.75M
Shares

$251 Million
0.04% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthgarden F.S. LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthgarden F.S. LLC with notifications on news.

Account