Shotwell Rutter Baer Inc Dimensional ETF Tr Transaction History
Shotwell Rutter Baer Inc
- $147 Billion
- Q2 2025
A detailed history of Shotwell Rutter Baer Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Shotwell Rutter Baer Inc holds 139,062 shares of DFIV stock, worth $6.16 Million. This represents 4.09% of its overall portfolio holdings.
Number of Shares
139,062
Previous 138,862
0.14%
Holding current value
$6.16 Million
Previous $4.96 Billion
21.41%
% of portfolio
4.09%
Previous 4.37%
Shares
7 transactions
Others Institutions Holding DFIV
# of Institutions
713Shares Held
230MCall Options Held
1.8KPut Options Held
200-
Envestnet Asset Management Inc20MShares$888 Million0.26% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.1MShares$847 Million1.75% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$495 Million4.47% of portfolio
-
Savant Capital, LLC8.49MShares$376 Million2.53% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.29MShares$323 Million0.15% of portfolio