Meredith Wealth Planning Dimensional ETF Tr Transaction History
Meredith Wealth Planning
- $316 Billion
- Q3 2025
A detailed history of Meredith Wealth Planning transactions in Dimensional ETF Tr stock. As of the latest transaction made, Meredith Wealth Planning holds 10,768 shares of DFIV stock, worth $515,894. This represents 0.16% of its overall portfolio holdings.
Number of Shares
10,768
Previous 10,768
-0.0%
Holding current value
$515,894
Previous $461 Million
7.68%
% of portfolio
0.16%
Previous 0.17%
Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
792Shares Held
258MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO26.9MShares$1.29 Billion0.84% of portfolio
-
Mercer Global Advisors Inc Denver, CO20.9MShares$1 Billion1.65% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA13.8MShares$663 Million0.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$535 Million4.47% of portfolio
-
Savant Capital, LLC8.68MShares$416 Million2.24% of portfolio