Websterrogers Financial Advisors, LLC Dimensional ETF Tr Transaction History
Websterrogers Financial Advisors, LLC
- $333 Million
- Q4 2025
A detailed history of Websterrogers Financial Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Websterrogers Financial Advisors, LLC holds 4,433 shares of DFIV stock, worth $212,385. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,433
Previous 4,431
0.05%
Holding current value
$212,385
Previous $204,000
3.92%
% of portfolio
0.06%
Previous 0.06%
Shares
6 transactions
Others Institutions Holding DFIV
# of Institutions
819Shares Held
262MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO26.9MShares$1.29 Billion0.84% of portfolio
-
Mercer Global Advisors Inc Denver, CO20.9MShares$1 Billion1.65% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA13.8MShares$663 Million0.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$535 Million4.47% of portfolio
-
Savant Capital, LLC8.68MShares$416 Million2.24% of portfolio