Fin Dec Wealth Services, Inc. Dimensional ETF Tr Transaction History
Fin Dec Wealth Services, Inc.
- $144 Billion
- Q4 2024
A detailed history of Fin Dec Wealth Services, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Fin Dec Wealth Services, Inc. holds 162,224 shares of DFIV stock, worth $6.44 Million. This represents 4.0% of its overall portfolio holdings.
Number of Shares
162,224
Previous 177,801
8.76%
Holding current value
$6.44 Million
Previous $6.77 Billion
14.99%
% of portfolio
4.0%
Previous 3.93%
Shares
9 transactions
Others Institutions Holding DFIV
# of Institutions
630Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$812 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$706 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$443 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$328 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$278 Million0.17% of portfolio