Fiduciary Financial Group, LLC Dimensional ETF Tr Transaction History
Fiduciary Financial Group, LLC
- $460 Billion
- Q4 2024
A detailed history of Fiduciary Financial Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Fiduciary Financial Group, LLC holds 445,065 shares of DFIV stock, worth $17.8 Million. This represents 3.42% of its overall portfolio holdings.
Number of Shares
445,065
Previous 445,182
0.03%
Holding current value
$17.8 Million
Previous $16.7 Billion
6.09%
% of portfolio
3.42%
Previous 3.84%
Shares
3 transactions
Others Institutions Holding DFIV
# of Institutions
628Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$819 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$712 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$447 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$331 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$281 Million0.17% of portfolio