Iron Horse Wealth Management, LLC Dimensional ETF Tr Transaction History

Iron Horse Wealth Management, LLC

$295 Million
Q1 2025

A detailed history of Iron Horse Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Iron Horse Wealth Management, LLC holds 23 shares of DFIV stock, worth $966. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$966

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 01, 2025	BUY	$35.33 - $40.77 $812 - $937	23 New	23 $0

Others Institutions Holding DFIV

# of Institutions

686

Shares Held

225M

Call Options Held

1.8K

Put Options Held

200

Envestnet Asset Management Inc

20M
Shares

$841 Million
0.26% of portfolio
Mercer Global Advisors Inc Denver, CO

19.1M
Shares

$802 Million
1.75% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$469 Million
4.47% of portfolio
Savant Capital, LLC

8.49M
Shares

$357 Million
2.53% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

7.29M
Shares

$306 Million
0.15% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Iron Horse Wealth Management, LLC Dimensional ETF Tr Transaction History