B.O.S.S. Retirement Advisors, LLC Dimensional ETF Tr Transaction History
B.O.S.S. Retirement Advisors, LLC
- $497 Billion
- Q3 2024
A detailed history of B.O.S.S. Retirement Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, B.O.S.S. Retirement Advisors, LLC holds 12,615 shares of DFIV stock, worth $440,894. This represents 0.1% of its overall portfolio holdings.
Number of Shares
12,615
Previous 10,607
18.93%
Holding current value
$440,894
Previous $381 Million
26.01%
% of portfolio
0.1%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding DFIV
# of Institutions
559Shares Held
193MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$678 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$662 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$390 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$271 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$236 Million0.04% of portfolio