Lane & Associates LLC Dimensional ETF Tr Transaction History
Lane & Associates LLC
- $184 Million
- Q1 2025
A detailed history of Lane & Associates LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Lane & Associates LLC holds 153,257 shares of DFIV stock, worth $7.03 Million. This represents 3.28% of its overall portfolio holdings.
Number of Shares
153,257
Previous 160,858
4.73%
Holding current value
$7.03 Million
Previous $5.71 Million
5.73%
% of portfolio
3.28%
Previous 3.05%
Shares
10 transactions
Others Institutions Holding DFIV
# of Institutions
751Shares 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
-
Mercer Global Advisors Inc Denver, CO19.9MShares$914 Million1.77% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$512 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$394 Million2.4% of portfolio