Clayton Financial Group LLC Dimensional ETF Tr Transaction History
Clayton Financial Group LLC
- $267 Billion
- Q3 2024
A detailed history of Clayton Financial Group LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Clayton Financial Group LLC holds 19,119 shares of DFIV stock, worth $712,565. This represents 0.27% of its overall portfolio holdings.
Number of Shares
19,119
Previous 20,184
5.28%
Holding current value
$712,565
Previous $742 Million
1.84%
% of portfolio
0.27%
Previous 0.32%
Shares
3 transactions
Others Institutions Holding DFIV
# of Institutions
539Shares Held
185MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc18.9MShares$706 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO16.7MShares$623 Million1.52% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$416 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$289 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$250 Million0.04% of portfolio