Householder Group Estate & Retirement Specialist, LLC Dimensional ETF Tr Transaction History
Householder Group Estate & Retirement Specialist, LLC
- $134 Million
- Q4 2024
A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 2,212 shares of DFIV stock, worth $88,524. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,212
Previous 2,080
6.35%
Holding current value
$88,524
Previous $79,000
1.27%
% of portfolio
0.06%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DFIV
# of Institutions
628Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$819 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$712 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$447 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$331 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$281 Million0.17% of portfolio