Eq Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Eq Wealth Advisors, LLC

$104 Billion
Q4 2024

A detailed history of Eq Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Eq Wealth Advisors, LLC holds 111,032 shares of DFIV stock, worth $4.4 Million. This represents 3.79% of its overall portfolio holdings.

Number of Shares

111,032

Holding current value

$4.4 Million

% of portfolio

3.79%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 24, 2025	BUY	$34.86 - $37.97 $3.87 Million - $4.22 Million	111,032 New	111,032 $3.94 Billion

Others Institutions Holding DFIV

# of Institutions

630

Shares Held

214M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

20.5M
Shares

$812 Million
0.24% of portfolio
Mercer Global Advisors Inc Denver, CO

17.8M
Shares

$706 Million
1.56% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$443 Million
4.47% of portfolio
Savant Capital, LLC

8.28M
Shares

$328 Million
2.39% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

7.02M
Shares

$278 Million
0.17% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Eq Wealth Advisors, LLC Dimensional ETF Tr Transaction History