Werba Rubin Papier Wealth Management Dimensional ETF Tr Transaction History
Werba Rubin Papier Wealth Management
- $424 Billion
- Q4 2024
A detailed history of Werba Rubin Papier Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Werba Rubin Papier Wealth Management holds 213,147 shares of DFIV stock, worth $8.21 Million. This represents 1.78% of its overall portfolio holdings.
Number of Shares
213,147
Previous 212,026
0.53%
Holding current value
$8.21 Million
Previous $8.07 Billion
6.34%
% of portfolio
1.78%
Previous 1.89%
Shares
9 transactions
Others Institutions Holding DFIV
# of Institutions
616Shares Held
211MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$788 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$685 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$430 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$319 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$270 Million0.17% of portfolio