Beta Wealth Group, Inc. Dimensional ETF Tr Transaction History
Beta Wealth Group, Inc.
- $206 Million
- Q4 2024
A detailed history of Beta Wealth Group, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 9,625 shares of DFIV stock, worth $386,058. This represents 0.17% of its overall portfolio holdings.
Number of Shares
9,625
Previous 9,215
4.45%
Holding current value
$386,058
Previous $350,000
2.57%
% of portfolio
0.17%
Previous 0.17%
Shares
10 transactions
Others Institutions Holding DFIV
# of Institutions
629Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$821 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$714 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$448 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$332 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$282 Million0.17% of portfolio