Laurel Wealth Advisors, Inc. Dimensional ETF Tr Transaction History

Laurel Wealth Advisors, Inc.

$1.01 Billion
Q4 2022

A detailed history of Laurel Wealth Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Laurel Wealth Advisors, Inc. holds 10,066 shares of DFIV stock, worth $376,367. This represents 0.03% of its overall portfolio holdings.

Number of Shares

10,066

Holding current value

$376,367

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$25.88 - $31.1 $260,508 - $313,052	10,066 New	10,066 $306,000

Others Institutions Holding DFIV

# of Institutions

541

Shares Held

190M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

18.9M
Shares

$708 Million
0.24% of portfolio
Mercer Global Advisors Inc Denver, CO

16.7M
Shares

$625 Million
1.52% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$418 Million
4.47% of portfolio
Savant Capital, LLC

7.75M
Shares

$290 Million
2.51% of portfolio
Northern Trust Corp Chicago, IL

6.7M
Shares

$251 Million
0.04% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Laurel Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Laurel Wealth Advisors, Inc. with notifications on news.

Account

Laurel Wealth Advisors, Inc. Dimensional ETF Tr Transaction History