Encompass Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Encompass Wealth Advisors, LLC
- $278 Million
- Q3 2024
A detailed history of Encompass Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 23,223 shares of DFIV stock, worth $846,710. This represents 0.32% of its overall portfolio holdings.
Number of Shares
23,223
Previous 23,328
0.45%
Holding current value
$846,710
Previous $838,000
5.49%
% of portfolio
0.32%
Previous 0.32%
Shares
5 transactions
Others Institutions Holding DFIV
# of Institutions
558Shares Held
193MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$707 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$691 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$407 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$282 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$246 Million0.04% of portfolio