Hmv Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Hmv Wealth Advisors, LLC
- $126 Billion
- Q1 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 129,118 shares of DFIV stock, worth $5.49 Million. This represents 4.03% of its overall portfolio holdings.
Number of Shares
129,118
Previous 124,445
3.76%
Holding current value
$5.49 Million
Previous $4.42 Billion
15.1%
% of portfolio
4.03%
Previous 4.42%
Shares
2 transactions
Others Institutions Holding DFIV
# of Institutions
690Shares Held
226MCall Options Held
1.8KPut Options Held
200-
Envestnet Asset Management Inc20MShares$851 Million0.26% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.1MShares$812 Million1.75% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$475 Million4.47% of portfolio
-
Savant Capital, LLC8.49MShares$361 Million2.53% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.29MShares$310 Million0.15% of portfolio