Clearstead Advisors, LLC Dimensional ETF Tr Transaction History
Clearstead Advisors, LLC
- $6.31 Billion
- Q3 2024
A detailed history of Clearstead Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Clearstead Advisors, LLC holds 8,986 shares of DFIV stock, worth $334,009. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,986
Previous 8,986
-0.0%
Holding current value
$334,009
Previous $322,000
6.21%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFIV
# of Institutions
570Shares Held
196MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$721 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$704 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$415 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$308 Million2.39% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$251 Million0.04% of portfolio