Fin Dec Wealth Services, Inc. Dimensional ETF Tr Transaction History
Fin Dec Wealth Services, Inc.
- $158 Billion
- Q2 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 172,654 shares of DFIV stock, worth $6.46 Million. This represents 3.92% of its overall portfolio holdings.
Number of Shares
172,654
Previous 172,853
0.12%
Holding current value
$6.46 Million
Previous $6.35 Billion
2.32%
% of portfolio
3.92%
Previous 3.99%
Shares
7 transactions
Others Institutions Holding DFIV
# of Institutions
541Shares Held
190MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc18.9MShares$708 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO16.7MShares$625 Million1.52% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$418 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$290 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$251 Million0.04% of portfolio