Black Diamond Wealth Management Inc. Dimensional ETF Tr Transaction History
Black Diamond Wealth Management Inc.
- $145 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding DFIV
# of Institutions
646Shares Held
215MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$817 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$710 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$446 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$331 Million2.39% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$280 Million0.17% of portfolio