Diversify Advisory Services, LLC Dimensional ETF Tr Transaction History
Diversify Advisory Services, LLC
- $1.82 Trillion
- Q2 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 16,214 shares of DFIV stock, worth $615,645. This represents 0.03% of its overall portfolio holdings.
Number of Shares
16,214
Previous 19,386
16.36%
Holding current value
$615,645
Previous $709 Million
16.71%
% of portfolio
0.03%
Previous 0.04%
Shares
2 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