Klingman & Associates, LLC Dimensional ETF Tr Transaction History
Klingman & Associates, LLC
- $1.61 Billion
- Q3 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 $347,039. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,721
Previous 9,721
-0.0%
Holding current value
$347,039
Previous $349,000
6.02%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
559Shares Held
193MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$692 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$676 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$399 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$277 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$241 Million0.04% of portfolio