M Financial Asset Management, Inc. Dimensional ETF Tr Transaction History
M Financial Asset Management, Inc.
- $20.7 Million
- Q4 2024
A detailed history of M Financial Asset Management, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, M Financial Asset Management, Inc. holds 114,509 shares of DFIV stock, worth $5.25 Million. This represents 19.7% of its overall portfolio holdings.
Number of Shares
114,509
Previous 127,639
10.29%
Holding current value
$5.25 Million
Previous $4.86 Million
16.3%
% of portfolio
19.7%
Previous 18.85%
Shares
14 transactions
Others Institutions Holding DFIV
# of Institutions
750Shares Held
264MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO24.6MShares$1.13 Billion0.78% of portfolio
-
Envestnet Asset Management Inc21.1MShares$969 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.9MShares$914 Million1.77% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$512 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$394 Million2.4% of portfolio