Clayton Financial Group LLC Dimensional ETF Tr Transaction History
Clayton Financial Group LLC
- $84.1 Billion
- Q2 2025
A detailed history of Clayton Financial Group LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Clayton Financial Group LLC holds 7,428 shares of DFIV stock, worth $344,436. This represents 0.38% of its overall portfolio holdings.
Number of Shares
7,428
Previous 15,930
53.37%
Holding current value
$344,436
Previous $627 Million
49.26%
% of portfolio
0.38%
Previous 0.23%
Shares
6 transactions
Others Institutions Holding DFIV
# of Institutions
748Shares Held
261MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO24.6MShares$1.14 Billion0.78% of portfolio
-
Envestnet Asset Management Inc21.1MShares$980 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.9MShares$924 Million1.77% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$518 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$398 Million2.4% of portfolio