Meredith Wealth Planning Dimensional ETF Tr Transaction History
Meredith Wealth Planning
- $275 Billion
- Q2 2025
A detailed history of Meredith Wealth Planning transactions in Dimensional ETF Tr stock. As of the latest transaction made, Meredith Wealth Planning holds 10,768 shares of DFIV stock, worth $499,312. This represents 0.17% of its overall portfolio holdings.
Number of Shares
10,768Holding current value
$499,312% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
751Shares Held
262MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO24.6MShares$1.14 Billion0.78% of portfolio
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Envestnet Asset Management Inc21.1MShares$980 Million0.28% of portfolio
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Mercer Global Advisors Inc Denver, CO19.9MShares$924 Million1.77% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$518 Million4.47% of portfolio
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Savant Capital, LLC8.59MShares$398 Million2.4% of portfolio