Gerber Kawasaki Wealth & Investment Management Dimensional ETF Tr Transaction History
Gerber Kawasaki Wealth & Investment Management
- $2.28 Billion
- Q4 2024
A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 8,359 shares of DFIV stock, worth $334,360. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,359
Previous 13,385
37.55%
Holding current value
$334,360
Previous $509,000
41.85%
% of portfolio
0.01%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding DFIV
# of Institutions
628Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$818 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$712 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$447 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$331 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$281 Million0.17% of portfolio