West Financial Advisors, LLC Dimensional ETF Tr Transaction History
West Financial Advisors, LLC
- $518 Million
- Q4 2024
A detailed history of West Financial Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, West Financial Advisors, LLC holds 666 shares of DFIV stock, worth $24,728. This represents 0.0% of its overall portfolio holdings.
Number of Shares
666
Previous 666
-0.0%
Holding current value
$24,728
Previous $25,000
8.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
569Shares Held
195MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$720 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$703 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$415 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$288 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$250 Million0.04% of portfolio