Capital Advisors, Ltd. LLC Dimensional ETF Tr Transaction History
Capital Advisors, Ltd. LLC
- $806 Million
- Q3 2024
A detailed history of Capital Advisors, Ltd. LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Capital Advisors, Ltd. LLC holds 1,423 shares of DFIV stock, worth $52,352. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,423
Previous 1,423
-0.0%
Holding current value
$52,352
Previous $51,000
5.88%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
559Shares Held
193MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$713 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$697 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$411 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$285 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$248 Million0.04% of portfolio