Ellenbecker Investment Group Dimensional ETF Tr Transaction History
Ellenbecker Investment Group
- $475 Million
- Q1 2024
A detailed history of Ellenbecker Investment Group transactions in Dimensional ETF Tr stock. As of the latest transaction made, Ellenbecker Investment Group holds 29,484 shares of DFIV stock, worth $1.06 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
29,484
Previous 29,489
0.02%
Holding current value
$1.06 Million
Previous $1.01 Million
6.91%
% of portfolio
0.23%
Previous 0.23%
Shares
11 transactions
Others Institutions Holding DFIV
# of Institutions
506Shares Held
168MCall Options Held
400Put Options Held
0-
Mercer Global Advisors Inc Denver, CO14.8MShares$533 Million1.55% of portfolio
-
Envestnet Asset Management Inc12.8MShares$461 Million0.18% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.3MShares$406 Million4.71% of portfolio
-
Northern Trust Corp Chicago, IL6.52MShares$234 Million0.04% of portfolio
-
Savant Capital, LLC6.3MShares$227 Million2.68% of portfolio