Kaufman Rossin Wealth, LLC Dimensional ETF Tr Transaction History
Kaufman Rossin Wealth, LLC
- $140 Billion
- Q1 2025
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 62,145 shares of DFIV stock, worth $2.61 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
62,145
Previous 62,269
0.2%
Holding current value
$2.61 Million
Previous $2.21 Billion
10.72%
% of portfolio
1.75%
Previous 2.27%
Shares
2 transactions
Others Institutions Holding DFIV
# of Institutions
687Shares Held
226MCall Options Held
1.8KPut Options Held
200-
Envestnet Asset Management Inc20MShares$841 Million0.26% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.1MShares$802 Million1.75% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$469 Million4.47% of portfolio
-
Savant Capital, LLC8.49MShares$357 Million2.53% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.29MShares$306 Million0.15% of portfolio