Forvis Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Forvis Wealth Advisors, LLC
- $3.96 Billion
- Q2 2024
A detailed history of Forvis Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 853,901 shares of DFIV stock, worth $32 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
853,901
Previous 850,759
0.37%
Holding current value
$32 Million
Previous $31.3 Million
1.84%
% of portfolio
0.78%
Previous 0.8%
Shares
9 transactions
Others Institutions Holding DFIV
# of Institutions
527Shares Held
184MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$626 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$549 Million0.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$418 Million4.47% of portfolio
-
Savant Capital, LLC7.26MShares$272 Million2.57% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$251 Million0.04% of portfolio