Lane & Associates LLC Dimensional ETF Tr Transaction History
Lane & Associates LLC
- $184 Million
- Q1 2025
A detailed history of Lane & Associates LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Lane & Associates LLC holds 153,257 shares of DFIV stock, worth $6.47 Million. This represents 3.28% of its overall portfolio holdings.
Number of Shares
153,257
Previous 160,858
4.73%
Holding current value
$6.47 Million
Previous $5.71 Million
5.73%
% of portfolio
3.28%
Previous 3.05%
Shares
10 transactions
Others Institutions Holding DFIV
# of Institutions
690Shares Held
226MCall Options Held
1.8KPut Options Held
200-
Envestnet Asset Management Inc20MShares$846 Million0.26% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.1MShares$807 Million1.75% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$472 Million4.47% of portfolio
-
Savant Capital, LLC8.49MShares$359 Million2.53% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.29MShares$308 Million0.15% of portfolio