Dowling & Yahnke LLC Dimensional ETF Tr Transaction History
Dowling & Yahnke LLC
- $215 Million
- Q3 2022
A detailed history of Dowling & Yahnke LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Dowling & Yahnke LLC holds 811,807 shares of DFIV stock, worth $37.9 Million. This represents 9.73% of its overall portfolio holdings.
Number of Shares
811,807
Previous 827,171
1.86%
Holding current value
$37.9 Million
Previous $23.9 Million
12.49%
% of portfolio
9.73%
Previous 1.12%
Shares
5 transactions
Others Institutions Holding DFIV
# of Institutions
747Shares Held
261MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO24.6MShares$1.15 Billion0.78% of portfolio
-
Envestnet Asset Management Inc21.1MShares$985 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.9MShares$929 Million1.77% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$521 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$400 Million2.4% of portfolio