Compass Financial Group, Inc. Dimensional ETF Tr Transaction History
Compass Financial Group, Inc.
- $195 Million
- Q2 2024
A detailed history of Compass Financial Group, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Compass Financial Group, Inc. holds 109,333 shares of DFIV stock, worth $4.15 Million. This represents 2.01% of its overall portfolio holdings.
Number of Shares
109,333
Previous 109,010
0.3%
Holding current value
$4.15 Million
Previous $4.01 Million
1.92%
% of portfolio
2.01%
Previous 2.17%
Shares
4 transactions
Others Institutions Holding DFIV
# of Institutions
528Shares Held
184MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$634 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$557 Million0.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$424 Million4.47% of portfolio
-
Savant Capital, LLC7.26MShares$276 Million2.57% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$255 Million0.04% of portfolio