Delap Wealth Advisory, LLC Dimensional ETF Tr Transaction History
Delap Wealth Advisory, LLC
- $167 Billion
- Q4 2024
A detailed history of Delap Wealth Advisory, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 71,394 shares of DFIV stock, worth $2.76 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
71,394
Previous 71,394
-0.0%
Holding current value
$2.76 Million
Previous $2.72 Billion
6.83%
% of portfolio
1.51%
Previous 1.72%
Shares
8 transactions
Others Institutions Holding DFIV
# of Institutions
625Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$791 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$688 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$432 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$320 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$271 Million0.17% of portfolio