Formidable Asset Management, LLC Dimensional ETF Tr Transaction History
Formidable Asset Management, LLC
- $654 Million
- Q3 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 16,475 shares of DFIV stock, worth $789,317. This represents 0.12% of its overall portfolio holdings.
Number of Shares
16,475
Previous 14,752
11.68%
Holding current value
$789,317
Previous $631,000
20.29%
% of portfolio
0.12%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding DFIV
# of Institutions
790Shares Held
258MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO26.9MShares$1.29 Billion0.84% of portfolio
-
Mercer Global Advisors Inc Denver, CO20.9MShares$1 Billion1.65% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA13.8MShares$663 Million0.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$535 Million4.47% of portfolio
-
Savant Capital, LLC8.68MShares$416 Million2.24% of portfolio