Institute For Wealth Management, Llc. Dimensional ETF Tr Transaction History
Institute For Wealth Management, Llc.
- $763 Million
- Q1 2025
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 $448,460. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,552
Previous 10,552
-0.0%
Holding current value
$448,460
Previous $374,000
10.96%
% of portfolio
0.05%
Previous 0.05%
Shares
1 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