Laurel Wealth Planning LLC Dimensional ETF Tr Transaction History
Laurel Wealth Planning LLC
- $155 Million
- Q4 2024
A detailed history of Laurel Wealth Planning LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 117,458 shares of DFIV stock, worth $4.54 Million. This represents 2.69% of its overall portfolio holdings.
Number of Shares
117,458
Previous 114,451
2.63%
Holding current value
$4.54 Million
Previous $4.36 Million
4.38%
% of portfolio
2.69%
Previous 2.85%
Shares
12 transactions
Others Institutions Holding DFIV
# of Institutions
623Shares Held
213MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$790 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$687 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$431 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$320 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$271 Million0.17% of portfolio