Drive Wealth Management, LLC Dimensional ETF Tr Transaction History
Drive Wealth Management, LLC
- $440 Million
- Q2 2025
A detailed history of Drive Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Drive Wealth Management, LLC holds 14,695 shares of DFIV stock, worth $673,912. This represents 0.14% of its overall portfolio holdings.
Number of Shares
14,695
Previous 14,827
0.89%
Holding current value
$673,912
Previous $583,000
7.89%
% of portfolio
0.14%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding DFIV
# of Institutions
751Shares Held
264MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO24.6MShares$1.13 Billion0.78% of portfolio
-
Envestnet Asset Management Inc21.1MShares$969 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.9MShares$914 Million1.77% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$512 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$394 Million2.4% of portfolio