Optivise Advisory Services LLC Dimensional ETF Tr Transaction History
Optivise Advisory Services LLC
- $190 Billion
- Q3 2024
A detailed history of Optivise Advisory Services LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Optivise Advisory Services LLC holds 23,380 shares of DFIV stock, worth $880,023. This represents 0.47% of its overall portfolio holdings.
Number of Shares
23,380Holding current value
$880,023% of portfolio
0.47%Shares
2 transactions
Others Institutions Holding DFIV
# of Institutions
587Shares Held
203MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$730 Million1.62% of portfolio
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Envestnet Asset Management Inc18.9MShares$713 Million0.24% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$420 Million4.47% of portfolio
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Savant Capital, LLC8.28MShares$312 Million2.39% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$264 Million0.17% of portfolio