Caliber Wealth Management, LLC / Ks Dimensional ETF Tr Transaction History
Caliber Wealth Management, LLC / Ks
- $930 Billion
- Q2 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in Dimensional ETF Tr stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 203,429 shares of DFIV stock, worth $8.93 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
203,429Holding current value
$8.93 Million% of portfolio
0.94%Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
720Shares Held
232MCall Options Held
1.8KPut Options Held
200-
Envestnet Asset Management Inc21.1MShares$928 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.1MShares$839 Million1.75% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$491 Million4.47% of portfolio
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Savant Capital, LLC8.59MShares$377 Million2.4% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA7.83MShares$344 Million0.22% of portfolio