Gerber Kawasaki Wealth & Investment Management Dimensional ETF Tr Transaction History
Gerber Kawasaki Wealth & Investment Management
- $2.16 Billion
- Q3 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 13,385 shares of DFIV stock, worth $492,434. This represents 0.02% of its overall portfolio holdings.
Number of Shares
13,385
Previous 9,306
43.83%
Holding current value
$492,434
Previous $334,000
52.4%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding DFIV
# of Institutions
559Shares Held
193MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$713 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$697 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$411 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$285 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$248 Million0.04% of portfolio