Archvest Wealth Advisors, Inc. Dimensional ETF Tr Transaction History
Archvest Wealth Advisors, Inc.
- $151 Million
- Q2 2024
A detailed history of Archvest Wealth Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Archvest Wealth Advisors, Inc. holds 17,112 shares of DFIV stock, worth $628,866. This represents 0.41% of its overall portfolio holdings.
Number of Shares
17,112
Previous 14,857
15.18%
Holding current value
$628,866
Previous $545,000
12.84%
% of portfolio
0.41%
Previous 0.38%
Shares
2 transactions
Others Institutions Holding DFIV
# of Institutions
527Shares Held
184MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$614 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$539 Million0.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$410 Million4.47% of portfolio
-
Savant Capital, LLC7.26MShares$267 Million2.57% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$246 Million0.04% of portfolio