Formidable Asset Management, LLC Dimensional ETF Tr Transaction History
Formidable Asset Management, LLC
- $603 Million
- Q2 2025
A detailed history of Formidable Asset Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Formidable Asset Management, LLC holds 14,752 shares of DFIV stock, worth $647,907. This represents 0.1% of its overall portfolio holdings.
Number of Shares
14,752
Previous 14,752
-0.0%
Holding current value
$647,907
Previous $580,000
8.79%
% of portfolio
0.1%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding DFIV
# of Institutions
718Shares Held
232MCall Options Held
1.8KPut Options Held
200-
Envestnet Asset Management Inc21.1MShares$928 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.1MShares$839 Million1.75% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$491 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$377 Million2.4% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.29MShares$320 Million0.15% of portfolio