Lane & Associates LLC Dimensional ETF Tr Transaction History
Lane & Associates LLC
- $170 Billion
- Q2 2024
A detailed history of Lane & Associates LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Lane & Associates LLC holds 186,455 shares of DFIV stock, worth $6.97 Million. This represents 3.95% of its overall portfolio holdings.
Number of Shares
186,455
Previous 132,626
40.59%
Holding current value
$6.97 Million
Previous $4.87 Billion
37.49%
% of portfolio
3.95%
Previous 3.07%
Shares
7 transactions
Others Institutions Holding DFIV
# of Institutions
541Shares Held
190MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc18.9MShares$708 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO16.7MShares$625 Million1.52% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$418 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$290 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$251 Million0.04% of portfolio