Diversify Advisory Services, LLC Dimensional ETF Tr Transaction History
Diversify Advisory Services, LLC
- $1.86 Trillion
- Q3 2024
A detailed history of Diversify Advisory Services, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 14,506 shares of DFIV stock, worth $513,077. This represents 0.03% of its overall portfolio holdings.
Number of Shares
14,506
Previous 16,214
10.53%
Holding current value
$513,077
Previous $590 Million
8.81%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding DFIV
# of Institutions
559Shares Held
193MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$686 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$670 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$395 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$274 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$239 Million0.04% of portfolio