Falcon Wealth Planning Dimensional ETF Tr Transaction History
Falcon Wealth Planning
- $769 Million
- Q2 2024
A detailed history of Falcon Wealth Planning transactions in Dimensional ETF Tr stock. As of the latest transaction made, Falcon Wealth Planning holds 1,813,059 shares of DFIV stock, worth $67.9 Million. This represents 8.47% of its overall portfolio holdings.
Number of Shares
1,813,059
Previous 1,104,197
64.2%
Holding current value
$67.9 Million
Previous $40.6 Million
60.58%
% of portfolio
8.47%
Previous 6.43%
Shares
7 transactions
Others Institutions Holding DFIV
# of Institutions
527Shares Held
184MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$626 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$549 Million0.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$418 Million4.47% of portfolio
-
Savant Capital, LLC7.26MShares$272 Million2.57% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$251 Million0.04% of portfolio