Ag Asset Advisory, LLC Dimensional ETF Tr Transaction History
Ag Asset Advisory, LLC
- $97.5 Billion
- Q1 2025
A detailed history of Ag Asset Advisory, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Ag Asset Advisory, LLC holds 67,837 shares of DFIV stock, worth $2.94 Million. This represents 2.74% of its overall portfolio holdings.
Number of Shares
67,837
Previous 61,436
10.42%
Holding current value
$2.94 Million
Previous $2.18 Billion
22.49%
% of portfolio
2.74%
Previous 2.17%
Shares
2 transactions
Others Institutions Holding DFIV
# of Institutions
714Shares Held
231MCall Options Held
1.8KPut Options Held
200-
Envestnet Asset Management Inc20MShares$867 Million0.26% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.1MShares$827 Million1.75% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$483 Million4.47% of portfolio
-
Savant Capital, LLC8.49MShares$367 Million2.53% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.29MShares$316 Million0.15% of portfolio