James J. Burns & Company, LLC Dimensional ETF Tr Transaction History
James J. Burns & Company, LLC
- $664 Million
- Q3 2025
A detailed history of James J. Burns & Company, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, James J. Burns & Company, LLC holds 11,503 shares of DFIV stock, worth $527,527. This represents 0.08% of its overall portfolio holdings.
Number of Shares
11,503
              Previous 10,766
              
        
           6.85%
        
      
          
        Holding current value
$527,527
            Previous $461,000
            
        
           14.97%
        
      
          
        % of portfolio
0.08%
            Previous 0.08%
          
        Shares
	  5 transactions
	
  Others Institutions Holding DFIV
# of Institutions
768Shares Held
268MCall Options Held
0Put Options Held
0- 
    
      Northwestern Mutual Wealth Management CO24.6MShares$1.13 Billion0.78% of portfolio
- 
    
      Envestnet Asset Management Inc21.1MShares$969 Million0.28% of portfolio
- 
    
      Mercer Global Advisors Inc Denver, CO19.9MShares$914 Million1.77% of portfolio
- 
    
      Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$512 Million4.47% of portfolio
- 
    
      Savant Capital, LLC8.59MShares$394 Million2.4% of portfolio