Balasa Dinverno & Foltz LLC Dimensional ETF Tr Transaction History
Balasa Dinverno & Foltz LLC
- $1.58 Billion
- Q3 2022
A detailed history of Balasa Dinverno & Foltz LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Balasa Dinverno & Foltz LLC holds 1,273,696 shares of DFIV stock, worth $46 Million. This represents 2.07% of its overall portfolio holdings.
Number of Shares
1,273,696
Previous 1,277,164
0.27%
Holding current value
$46 Million
Previous $36.9 Million
11.08%
% of portfolio
2.07%
Previous 2.32%
Shares
5 transactions
Others Institutions Holding DFIV
# of Institutions
506Shares Held
168MCall Options Held
400Put Options Held
0-
Mercer Global Advisors Inc Denver, CO14.8MShares$535 Million1.55% of portfolio
-
Envestnet Asset Management Inc12.8MShares$463 Million0.18% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.3MShares$407 Million4.71% of portfolio
-
Northern Trust Corp Chicago, IL6.52MShares$235 Million0.04% of portfolio
-
Savant Capital, LLC6.3MShares$228 Million2.68% of portfolio