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 $15,317. This represents 0.01% of its overall portfolio holdings.
Number of Shares
334Holding current value
$15,317% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
750Shares Held
264MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO24.6MShares$1.13 Billion0.78% of portfolio
-
Envestnet Asset Management Inc21.1MShares$969 Million0.28% of portfolio
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Mercer Global Advisors Inc Denver, CO19.9MShares$914 Million1.77% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$512 Million4.47% of portfolio
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Savant Capital, LLC8.59MShares$394 Million2.4% of portfolio