Long Island Wealth Management, Inc. Dimensional ETF Tr Transaction History
Long Island Wealth Management, Inc.
- $164 Billion
- Q1 2025
A detailed history of Long Island Wealth Management, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Long Island Wealth Management, Inc. holds 5,739 shares of DFIV stock, worth $243,907. This represents 0.14% of its overall portfolio holdings.
Number of Shares
5,739Holding current value
$243,907% of portfolio
0.14%Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
688Shares Held
226MCall Options Held
1.8KPut Options Held
200-
Envestnet Asset Management Inc20MShares$851 Million0.26% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.1MShares$812 Million1.75% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$475 Million4.47% of portfolio
-
Savant Capital, LLC8.49MShares$361 Million2.53% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.29MShares$310 Million0.15% of portfolio