Coston, Mc Isaac & Partners Dimensional ETF Tr Transaction History
Coston, Mc Isaac & Partners
- $293 Million
- Q2 2025
A detailed history of Coston, Mc Isaac & Partners transactions in Dimensional ETF Tr stock. As of the latest transaction made, Coston, Mc Isaac & Partners holds 5,739 shares of DFIV stock, worth $263,190. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,739
Previous 3,317
73.02%
Holding current value
$263,190
Previous $130,000
88.46%
% of portfolio
0.08%
Previous 0.05%
Shares
13 transactions
Others Institutions Holding DFIV
# of Institutions
755Shares Held
265MCall 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
-
Mercer Global Advisors Inc Denver, CO19.9MShares$914 Million1.77% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$512 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$394 Million2.4% of portfolio