Klingman & Associates, LLC Dimensional ETF Tr Transaction History
Klingman & Associates, LLC
- $1.63 Billion
- Q1 2025
A detailed history of Klingman & Associates, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Klingman & Associates, LLC holds 9,721 shares of DFIV stock, worth $415,961. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,721
Previous 9,721
-0.0%
Holding current value
$415,961
Previous $344,000
11.05%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
690Shares Held
226MCall Options Held
1.8KPut Options Held
200-
Envestnet Asset Management Inc20MShares$857 Million0.26% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.1MShares$817 Million1.75% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$478 Million4.47% of portfolio
-
Savant Capital, LLC8.49MShares$363 Million2.53% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.29MShares$312 Million0.15% of portfolio