Long Island Wealth Management, Inc. Dimensional ETF Tr Transaction History
Long Island Wealth Management, Inc.
- $164 Billion
- Q1 2025
A detailed history of Long Island Wealth Management, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Long Island Wealth Management, Inc. holds 5,739 shares of DFIV stock, worth $256,131. This represents 0.14% of its overall portfolio holdings.
Number of Shares
5,739Holding current value
$256,131% of portfolio
0.14%Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
723Shares Held
234MCall Options Held
1.8KPut Options Held
200-
Envestnet Asset Management Inc21.1MShares$943 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.1MShares$852 Million1.75% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$499 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$383 Million2.4% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.83MShares$350 Million0.22% of portfolio