Disciplined Equity Management, Inc. Dimensional ETF Tr Transaction History
Disciplined Equity Management, Inc.
- $152 Million
- Q2 2024
A detailed history of Disciplined Equity Management, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Disciplined Equity Management, Inc. holds 373,383 shares of DFIV stock, worth $14.2 Million. This represents 8.85% of its overall portfolio holdings.
Number of Shares
373,383
Previous 370,416
0.8%
Holding current value
$14.2 Million
Previous $13.6 Million
1.42%
% of portfolio
8.85%
Previous 9.04%
Shares
11 transactions
Others Institutions Holding DFIV
# of Institutions
528Shares Held
184MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$634 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$557 Million0.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$424 Million4.47% of portfolio
-
Savant Capital, LLC7.26MShares$276 Million2.57% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$255 Million0.04% of portfolio