Allegiance Financial Group Advisory Services LLC Dimensional ETF Tr Transaction History
Allegiance Financial Group Advisory Services LLC
- $261 Billion
- Q2 2024
A detailed history of Allegiance Financial Group Advisory Services LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Allegiance Financial Group Advisory Services LLC holds 68,158 shares of DFIV stock, worth $2.54 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
68,158
Previous 66,289
2.82%
Holding current value
$2.54 Million
Previous $2.44 Billion
0.55%
% of portfolio
0.94%
Previous 1.0%
Shares
7 transactions
Others Institutions Holding DFIV
# of Institutions
539Shares Held
185MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc18.9MShares$706 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO16.7MShares$623 Million1.52% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$416 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$289 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$250 Million0.04% of portfolio