Diversify Advisory Services, LLC Dimensional ETF Tr Transaction History
Diversify Advisory Services, LLC
- $1.6 Trillion
- Q1 2025
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 $416,084. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,811
Previous 9,811
-0.0%
Holding current value
$416,084
Previous $347 Million
14.29%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding DFIV
# of Institutions
686Shares Held
225MCall Options Held
1.8KPut Options Held
200-
Envestnet Asset Management Inc20MShares$849 Million0.26% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.1MShares$810 Million1.75% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$474 Million4.47% of portfolio
-
Savant Capital, LLC8.49MShares$360 Million2.53% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.29MShares$309 Million0.15% of portfolio