Lake Point Wealth Management Dimensional ETF Tr Transaction History
Lake Point Wealth Management
- $176 Million
- Q2 2022
A detailed history of Lake Point Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Lake Point Wealth Management holds 334 shares of DFIV stock, worth $12,267. This represents 0.01% of its overall portfolio holdings.
Number of Shares
334Holding current value
$12,267% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
560Shares Held
193MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$712 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$696 Million0.24% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$410 Million4.47% of portfolio
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Savant Capital, LLC7.75MShares$285 Million2.51% of portfolio
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Northern Trust Corp Chicago, IL6.75MShares$248 Million0.04% of portfolio