Institute For Wealth Management, Llc. Dimensional ETF Tr Transaction History
Institute For Wealth Management, Llc.
- $781 Million
- Q3 2024
A detailed history of Institute For Wealth Management, Llc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 10,552 shares of DFIV stock, worth $376,706. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,552
Previous 10,552
-0.0%
Holding current value
$376,706
Previous $379,000
5.8%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
559Shares Held
193MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$692 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$676 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$399 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$277 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$241 Million0.04% of portfolio