Kelly Financial Group LLC Dimensional ETF Tr Transaction History
Kelly Financial Group LLC
- $281 Billion
- Q4 2024
A detailed history of Kelly Financial Group LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Kelly Financial Group LLC holds 89,282 shares of DFIV stock, worth $3.35 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
89,282Holding current value
$3.35 Million% of portfolio
1.13%Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
580Shares Held
199MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$727 Million1.62% of portfolio
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Envestnet Asset Management Inc18.9MShares$710 Million0.24% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$419 Million4.47% of portfolio
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Savant Capital, LLC8.28MShares$310 Million2.39% of portfolio
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Northern Trust Corp Chicago, IL6.75MShares$253 Million0.04% of portfolio