Investment Advisory Group, LLC Dimensional ETF Tr Transaction History
Investment Advisory Group, LLC
- $291 Million
- Q4 2024
A detailed history of Investment Advisory Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Investment Advisory Group, LLC holds 23,588 shares of DFIV stock, worth $932,197. This represents 0.29% of its overall portfolio holdings.
Number of Shares
23,588
Previous 15,164
55.55%
Holding current value
$932,197
Previous $577,000
44.89%
% of portfolio
0.29%
Previous 0.2%
Shares
7 transactions
Others Institutions Holding DFIV
# of Institutions
625Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$809 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$703 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$441 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$327 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$277 Million0.17% of portfolio