M Financial Asset Management, Inc. Dimensional ETF Tr Transaction History
M Financial Asset Management, Inc.
- $25.9 Million
- Q2 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 118,893 shares of DFIV stock, worth $4.47 Million. This represents 16.47% of its overall portfolio holdings.
Number of Shares
118,893
Previous 151,653
21.6%
Holding current value
$4.47 Million
Previous $5.57 Million
23.33%
% of portfolio
16.47%
Previous 15.51%
Shares
12 transactions
Others Institutions Holding DFIV
# of Institutions
528Shares Held
184MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$628 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$551 Million0.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$420 Million4.47% of portfolio
-
Savant Capital, LLC7.26MShares$273 Million2.57% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$252 Million0.04% of portfolio