L.K. Benson & Company, P.C. Dimensional ETF Tr Transaction History
L.K. Benson & Company, P.C.
- $163 Billion
- Q2 2025
A detailed history of L.K. Benson & Company, P.C. transactions in Dimensional ETF Tr stock. As of the latest transaction made, L.K. Benson & Company, P.C. holds 76,164 shares of DFIV stock, worth $3.53 Million. This represents 2.0% of its overall portfolio holdings.
Number of Shares
76,164
Previous 75,330
1.11%
Holding current value
$3.53 Million
Previous $2.97 Billion
10.02%
% of portfolio
2.0%
Previous 2.05%
Shares
3 transactions
Others Institutions Holding DFIV
# of Institutions
748Shares Held
261MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO24.6MShares$1.14 Billion0.78% of portfolio
-
Envestnet Asset Management Inc21.1MShares$980 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.9MShares$924 Million1.77% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$518 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$398 Million2.4% of portfolio