Hmv Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Hmv Wealth Advisors, LLC
- $153 Billion
- Q2 2025
A detailed history of Hmv Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Hmv Wealth Advisors, LLC holds 133,683 shares of DFIV stock, worth $5.97 Million. This represents 3.75% of its overall portfolio holdings.
Number of Shares
133,683
Previous 129,118
3.54%
Holding current value
$5.97 Million
Previous $5.08 Billion
12.66%
% of portfolio
3.75%
Previous 4.03%
Shares
3 transactions
Others Institutions Holding DFIV
# of Institutions
723Shares Held
234MCall Options Held
1.8KPut Options Held
200-
Envestnet Asset Management Inc21.1MShares$943 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.1MShares$852 Million1.75% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$499 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$383 Million2.4% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.83MShares$350 Million0.22% of portfolio