Whalen Wealth Management Inc. Dimensional ETF Tr Transaction History
Whalen Wealth Management Inc.
- $150 Billion
- Q1 2025
A detailed history of Whalen Wealth Management Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 110,675 shares of DFIV stock, worth $4.47 Million. This represents 2.91% of its overall portfolio holdings.
Number of Shares
110,675Holding current value
$4.47 Million% of portfolio
2.91%Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
649Shares Held
215MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20MShares$809 Million0.26% of portfolio
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Mercer Global Advisors Inc Denver, CO17.8MShares$718 Million1.56% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$451 Million4.47% of portfolio
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Savant Capital, LLC8.28MShares$334 Million2.39% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$283 Million0.17% of portfolio