Advisory Services & Investments, LLC Dimensional ETF Tr Transaction History
Advisory Services & Investments, LLC
- $131 Million
- Q2 2024
A detailed history of Advisory Services & Investments, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Advisory Services & Investments, LLC holds 17,562 shares of DFIV stock, worth $659,979. This represents 0.48% of its overall portfolio holdings.
Number of Shares
17,562
Previous 18,146
3.22%
Holding current value
$659,979
Previous $666,000
5.26%
% of portfolio
0.48%
Previous 0.5%
Shares
11 transactions
Others Institutions Holding DFIV
# of Institutions
528Shares Held
184MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$628 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$551 Million0.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$420 Million4.47% of portfolio
-
Savant Capital, LLC7.26MShares$273 Million2.57% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$252 Million0.04% of portfolio