James J. Burns & Company, LLC Dimensional ETF Tr Transaction History
James J. Burns & Company, LLC
- $664 Million
- Q3 2025
A detailed history of James J. Burns & Company, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, James J. Burns & Company, LLC holds 11,503 shares of DFIV stock, worth $527,527. This represents 0.08% of its overall portfolio holdings.
Number of Shares
11,503
Previous 10,766
6.85%
Holding current value
$527,527
Previous $461,000
14.97%
% of portfolio
0.08%
Previous 0.08%
Shares
5 transactions
Others Institutions Holding DFIV
# of Institutions
768Shares Held
268MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO24.6MShares$1.13 Billion0.78% of portfolio
-
Envestnet Asset Management Inc21.1MShares$969 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.9MShares$914 Million1.77% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$512 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$394 Million2.4% of portfolio