Strategic Financial Concepts, LLC Dimensional ETF Tr Transaction History
Strategic Financial Concepts, LLC
- $314 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
559Shares Held
193MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$692 Million1.62% of portfolio
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Envestnet Asset Management Inc18.9MShares$676 Million0.24% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$399 Million4.47% of portfolio
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Savant Capital, LLC7.75MShares$277 Million2.51% of portfolio
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Northern Trust Corp Chicago, IL6.75MShares$241 Million0.04% of portfolio