Tilson Financial Group, Inc. Dimensional ETF Tr Transaction History
Tilson Financial Group, Inc.
- $99 Million
- Q2 2024
A detailed history of Tilson Financial Group, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Tilson Financial Group, Inc. holds 82,811 shares of DFIV stock, worth $3.1 Million. This represents 3.01% of its overall portfolio holdings.
Number of Shares
82,811
Previous 74,039
11.85%
Holding current value
$3.1 Million
Previous $2.72 Million
9.37%
% of portfolio
3.01%
Previous 1.46%
Shares
7 transactions
Others Institutions Holding DFIV
# of Institutions
527Shares Held
184MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$625 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$548 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