Diversify Advisory Services, LLC Dimensional ETF Tr Transaction History
Diversify Advisory Services, LLC
- $1.81 Trillion
- Q4 2024
A detailed history of Diversify Advisory Services, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 9,811 shares of DFIV stock, worth $369,286. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,811
Previous 14,506
32.37%
Holding current value
$369,286
Previous $538 Million
35.59%
% of portfolio
0.02%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding DFIV
# of Institutions
587Shares Held
203MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$730 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$713 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$420 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$312 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$264 Million0.17% of portfolio