Disciplined Investments, LLC Dimensional ETF Tr Transaction History
Disciplined Investments, LLC
- $197 Million
- Q4 2024
A detailed history of Disciplined Investments, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Disciplined Investments, LLC holds 249,830 shares of DFIV stock, worth $10 Million. This represents 4.49% of its overall portfolio holdings.
Number of Shares
249,830
Previous 236,344
5.71%
Holding current value
$10 Million
Previous $9 Million
1.53%
% of portfolio
4.49%
Previous 4.62%
Shares
14 transactions
Others Institutions Holding DFIV
# of Institutions
628Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$819 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$712 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$447 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$331 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$281 Million0.17% of portfolio