Mpwm Advisory Solutions, LLC Dimensional ETF Tr Transaction History
Mpwm Advisory Solutions, LLC
- $138 Billion
- Q1 2025
A detailed history of Mpwm Advisory Solutions, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Mpwm Advisory Solutions, LLC holds 19,675 shares of DFIV stock, worth $878,095. This represents 0.56% of its overall portfolio holdings.
Number of Shares
19,675
Previous 19,658
0.09%
Holding current value
$878,095
Previous $697 Million
11.03%
% of portfolio
0.56%
Previous 0.51%
Shares
2 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