Capital Investment Advisory Services, LLC Dimensional ETF Tr Transaction History
Capital Investment Advisory Services, LLC
- $916 Million
- Q2 2024
A detailed history of Capital Investment Advisory Services, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Capital Investment Advisory Services, LLC holds 14,177 shares of DFIV stock, worth $530,786. This represents 0.06% of its overall portfolio holdings.
Number of Shares
14,177
Previous 13,777
2.9%
Holding current value
$530,786
Previous $506,000
0.59%
% of portfolio
0.06%
Previous 0.06%
Shares
11 transactions
Others Institutions Holding DFIV
# of Institutions
527Shares Held
184MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$626 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$549 Million0.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$418 Million4.47% of portfolio
-
Savant Capital, LLC7.26MShares$272 Million2.57% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$251 Million0.04% of portfolio