Carlson Capital Management Dimensional ETF Tr Transaction History
Carlson Capital Management
- $1.26 Billion
- Q2 2024
A detailed history of Carlson Capital Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Carlson Capital Management holds 85,180 shares of DFIV stock, worth $3.23 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
85,180
Previous 85,321
0.17%
Holding current value
$3.23 Million
Previous $3.14 Million
2.36%
% of portfolio
0.24%
Previous 0.25%
Shares
12 transactions
Others Institutions Holding DFIV
# of Institutions
528Shares Held
184MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$633 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$555 Million0.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$423 Million4.47% of portfolio
-
Savant Capital, LLC7.26MShares$275 Million2.57% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$254 Million0.04% of portfolio