Concurrent Investment Advisors, LLC Dimensional ETF Tr Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 8,218 shares of DFIV stock, worth $376,877. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,218Holding current value
$376,877% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
760Shares Held
267MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO24.6MShares$1.13 Billion0.78% of portfolio
-
Envestnet Asset Management Inc21.1MShares$969 Million0.28% of portfolio
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Mercer Global Advisors Inc Denver, CO19.9MShares$914 Million1.77% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$512 Million4.47% of portfolio
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Savant Capital, LLC8.59MShares$394 Million2.4% of portfolio