Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Dimensional ETF Tr Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.31 Billion
- Q1 2024
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 1,788,041 shares of DFIV stock, worth $65.6 Million. This represents 1.99% of its overall portfolio holdings.
Number of Shares
1,788,041
Previous 1,737,054
2.94%
Holding current value
$65.6 Million
Previous $59.7 Million
10.09%
% of portfolio
1.99%
Previous 1.99%
Shares
11 transactions
Others Institutions Holding DFIV
# of Institutions
508Shares Held
168MCall Options Held
400Put Options Held
0-
Mercer Global Advisors Inc Denver, CO14.8MShares$544 Million1.55% of portfolio
-
Envestnet Asset Management Inc12.8MShares$471 Million0.18% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.3MShares$414 Million4.71% of portfolio
-
Northern Trust Corp Chicago, IL6.52MShares$239 Million0.04% of portfolio
-
Savant Capital, LLC6.3MShares$231 Million2.68% of portfolio