Omni 360 Wealth, Inc. Dimensional ETF Tr Transaction History
Omni 360 Wealth, Inc.
- $135 Billion
- Q2 2024
A detailed history of Omni 360 Wealth, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Omni 360 Wealth, Inc. holds 86,769 shares of DFIV stock, worth $3.19 Million. This represents 2.32% of its overall portfolio holdings.
Number of Shares
86,769
Previous 77,891
11.4%
Holding current value
$3.19 Million
Previous $2.86 Billion
8.94%
% of portfolio
2.32%
Previous 2.33%
Shares
3 transactions
Others Institutions Holding DFIV
# of Institutions
527Shares Held
184MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$614 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$539 Million0.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$410 Million4.47% of portfolio
-
Savant Capital, LLC7.26MShares$267 Million2.57% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$246 Million0.04% of portfolio