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 $446,780. This represents 0.06% of its overall portfolio holdings.
Number of Shares
12,254Holding current value
$446,780% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
558Shares Held
193MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$707 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$691 Million0.24% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$407 Million4.47% of portfolio
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Savant Capital, LLC7.75MShares$282 Million2.51% of portfolio
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Northern Trust Corp Chicago, IL6.75MShares$246 Million0.04% of portfolio