Atlas Capital Advisors LLC Dimensional ETF Tr Transaction History
Atlas Capital Advisors LLC
- $819 Billion
- Q2 2025
A detailed history of Atlas Capital Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Atlas Capital Advisors LLC holds 31,499 shares of DFIV stock, worth $1.41 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
31,499
Previous 32,701
3.68%
Holding current value
$1.41 Million
Previous $1.29 Billion
4.82%
% of portfolio
0.16%
Previous 0.16%
Shares
13 transactions
Others Institutions Holding DFIV
# of Institutions
731Shares Held
243MCall Options Held
1.8KPut Options Held
200-
Northwestern Mutual Wealth Management CO24.6MShares$1.1 Billion0.78% of portfolio
-
Envestnet Asset Management Inc21.1MShares$943 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.1MShares$852 Million1.75% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$499 Million4.47% of portfolio
-
Perritt Capital Management Inc Chicago, IL8.77MShares$391 Million2.42% of portfolio