Websterrogers Financial Advisors, LLC Dimensional ETF Tr Transaction History
Websterrogers Financial Advisors, LLC
- $279 Million
- Q3 2024
Shares
4 transactions
Others Institutions Holding DFIV
# of Institutions
532Shares Held
185MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$615 Million1.52% of portfolio
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Envestnet Asset Management Inc14.7MShares$540 Million0.19% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$411 Million4.47% of portfolio
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Savant Capital, LLC7.26MShares$267 Million2.57% of portfolio
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Northern Trust Corp Chicago, IL6.7MShares$247 Million0.04% of portfolio