Laurel Wealth Planning LLC Dimensional ETF Tr Transaction History
Laurel Wealth Planning LLC
- $144 Million
- Q2 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 115,521 shares of DFIV stock, worth $4.33 Million. This represents 2.89% of its overall portfolio holdings.
Number of Shares
115,521
Previous 128,333
9.98%
Holding current value
$4.33 Million
Previous $4.72 Million
11.96%
% of portfolio
2.89%
Previous 3.13%
Shares
10 transactions
Others Institutions Holding DFIV
# of Institutions
527Shares Held
184MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$626 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$549 Million0.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$418 Million4.47% of portfolio
-
Savant Capital, LLC7.26MShares$272 Million2.57% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$251 Million0.04% of portfolio