Allworth Financial LP Dimensional ETF Tr Transaction History
Allworth Financial LP
- $20.2 Billion
- Q2 2025
A detailed history of Allworth Financial LP transactions in Dimensional ETF Tr stock. As of the latest transaction made, Allworth Financial LP holds 499,388 shares of DFIV stock, worth $22.6 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
499,388
Previous 506,857
1.47%
Holding current value
$22.6 Million
Previous $19.9 Million
7.21%
% of portfolio
0.11%
Previous 0.11%
Shares
16 transactions
Others Institutions Holding DFIV
# of Institutions
744Shares Held
261MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO24.6MShares$1.11 Billion0.78% of portfolio
-
Envestnet Asset Management Inc21.1MShares$955 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.9MShares$900 Million1.77% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$505 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$388 Million2.4% of portfolio