Werba Rubin Papier Wealth Management Dimensional ETF Tr Transaction History
Werba Rubin Papier Wealth Management
- $532 Billion
- Q2 2025
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 215,638 shares of DFIV stock, worth $9.47 Million. This represents 1.74% of its overall portfolio holdings.
Number of Shares
215,638
Previous 212,386
1.53%
Holding current value
$9.47 Million
Previous $8.36 Billion
10.48%
% of portfolio
1.74%
Previous 1.82%
Shares
11 transactions
Others Institutions Holding DFIV
# of Institutions
720Shares Held
232MCall Options Held
1.8KPut Options Held
200-
Envestnet Asset Management Inc21.1MShares$928 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.1MShares$839 Million1.75% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$491 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$377 Million2.4% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.29MShares$320 Million0.15% of portfolio