Gradient Investments LLC Dimensional ETF Tr Transaction History
Gradient Investments LLC
- $3.79 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding DFIV
# of Institutions
537Shares Held
185MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$613 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$538 Million0.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$410 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$284 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$246 Million0.04% of portfolio