1900 Wealth Management LLC Dimensional ETF Tr Transaction History
1900 Wealth Management LLC
- $1.01 Billion
- Q2 2024
A detailed history of 1900 Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, 1900 Wealth Management LLC holds 160,090 shares of DFIV stock, worth $6 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
160,090
Previous 174,769
8.4%
Holding current value
$6 Million
Previous $6.42 Million
10.42%
% of portfolio
0.57%
Previous 0.61%
Shares
12 transactions
Others Institutions Holding DFIV
# of Institutions
527Shares Held
184MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$626 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$549 Million0.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$418 Million4.47% of portfolio
-
Savant Capital, LLC7.26MShares$272 Million2.57% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$251 Million0.04% of portfolio