Kaufman Rossin Wealth, LLC Dimensional ETF Tr Transaction History
Kaufman Rossin Wealth, LLC
- $97.2 Billion
- Q4 2024
A detailed history of Kaufman Rossin Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Kaufman Rossin Wealth, LLC holds 62,269 shares of DFIV stock, worth $2.28 Million. This represents 2.27% of its overall portfolio holdings.
Number of Shares
62,269Holding current value
$2.28 Million% of portfolio
2.27%Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
565Shares Held
195MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$711 Million1.62% of portfolio
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Envestnet Asset Management Inc18.9MShares$695 Million0.24% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$410 Million4.47% of portfolio
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Savant Capital, LLC7.75MShares$284 Million2.51% of portfolio
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Northern Trust Corp Chicago, IL6.75MShares$247 Million0.04% of portfolio