Ae Wealth Management LLC Dimensional ETF Tr Transaction History
Ae Wealth Management LLC
- $9.76 Billion
- Q3 2024
A detailed history of Ae Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Ae Wealth Management LLC holds 165,116 shares of DFIV stock, worth $6.02 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
165,116
Previous 152,258
8.44%
Holding current value
$6.02 Million
Previous $5.47 Million
14.89%
% of portfolio
0.06%
Previous 0.06%
Shares
10 transactions
Others Institutions Holding DFIV
# of Institutions
558Shares Held
193MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$706 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$690 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$407 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$282 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$246 Million0.04% of portfolio