Falcon Wealth Planning Dimensional ETF Tr Transaction History
Falcon Wealth Planning
- $810 Million
- Q4 2024
A detailed history of Falcon Wealth Planning transactions in Dimensional ETF Tr stock. As of the latest transaction made, Falcon Wealth Planning holds 1,162,601 shares of DFIV stock, worth $45.9 Million. This represents 5.09% of its overall portfolio holdings.
Number of Shares
1,162,601
Previous 1,135,022
2.43%
Holding current value
$45.9 Million
Previous $43.2 Million
4.59%
% of portfolio
5.09%
Previous 5.42%
Shares
9 transactions
Others Institutions Holding DFIV
# of Institutions
625Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$809 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$703 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$441 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$327 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$277 Million0.17% of portfolio