Bwm Planning, LLC Dimensional ETF Tr Transaction History
Bwm Planning, LLC
- $230 Billion
- Q4 2024
A detailed history of Bwm Planning, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Bwm Planning, LLC holds 40,979 shares of DFIV stock, worth $1.58 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
40,979
Previous 40,979
-0.0%
Holding current value
$1.58 Million
Previous $1.56 Billion
6.83%
% of portfolio
0.63%
Previous 0.69%
Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
625Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$791 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$688 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$432 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$320 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$271 Million0.17% of portfolio