Klingman & Associates, LLC Dimensional ETF Tr Transaction History
Klingman & Associates, LLC
- $1.62 Billion
- Q4 2024
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 $390,006. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,721
Previous 9,721
-0.0%
Holding current value
$390,006
Previous $370,000
7.03%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
655Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20MShares$803 Million0.26% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$714 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$448 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$332 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$282 Million0.17% of portfolio