Destiny Wealth Partners, LLC Dimensional ETF Tr Transaction History
Destiny Wealth Partners, LLC
- $521 Million
- Q2 2024
A detailed history of Destiny Wealth Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Destiny Wealth Partners, LLC holds 199,927 shares of DFIV stock, worth $7.48 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
199,927
Previous 194,602
2.74%
Holding current value
$7.48 Million
Previous $7.15 Million
0.48%
% of portfolio
1.38%
Previous 1.31%
Shares
7 transactions
Others Institutions Holding DFIV
# of Institutions
527Shares Held
184MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$625 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$548 Million0.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$418 Million4.47% of portfolio
-
Savant Capital, LLC7.26MShares$272 Million2.57% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$251 Million0.04% of portfolio