Hmv Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Hmv Wealth Advisors, LLC
- $182 Billion
- Q3 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 133,806 shares of DFIV stock, worth $6.14 Million. This represents 3.39% of its overall portfolio holdings.
Number of Shares
133,806
Previous 133,683
0.09%
Holding current value
$6.14 Million
Previous $5.73 Billion
7.78%
% of portfolio
3.39%
Previous 3.75%
Shares
4 transactions
Others Institutions Holding DFIV
# of Institutions
762Shares Held
267MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO24.6MShares$1.13 Billion0.78% of portfolio
-
Envestnet Asset Management Inc21.1MShares$969 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.9MShares$914 Million1.77% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$512 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$394 Million2.4% of portfolio