Compass Ion Advisors, LLC Dimensional ETF Tr Transaction History
Compass Ion Advisors, LLC
- $759 Million
- Q3 2024
A detailed history of Compass Ion Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 12,254 shares of DFIV stock, worth $458,177. This represents 0.06% of its overall portfolio holdings.
Number of Shares
12,254Holding current value
$458,177% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
541Shares Held
190MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc18.9MShares$708 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO16.7MShares$625 Million1.52% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$418 Million4.47% of portfolio
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Savant Capital, LLC7.75MShares$290 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$251 Million0.04% of portfolio