Long Island Wealth Management, Inc. Dimensional ETF Tr Transaction History
Long Island Wealth Management, Inc.
- $205 Billion
- Q3 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 6,114 shares of DFIV stock, worth $292,921. This represents 0.14% of its overall portfolio holdings.
Number of Shares
6,114
Previous 6,114
-0.0%
Holding current value
$292,921
Previous $262 Million
7.68%
% of portfolio
0.14%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding DFIV
# of Institutions
792Shares Held
258MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO26.9MShares$1.29 Billion0.84% of portfolio
-
Mercer Global Advisors Inc Denver, CO20.9MShares$1 Billion1.65% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA13.8MShares$663 Million0.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$535 Million4.47% of portfolio
-
Savant Capital, LLC8.68MShares$416 Million2.24% of portfolio