Ml & R Wealth Management LLC Dimensional ETF Tr Transaction History
Ml & R Wealth Management LLC
- $435 Million
- Q1 2024
A detailed history of Ml & R Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Ml & R Wealth Management LLC holds 823,596 shares of DFIV stock, worth $30.3 Million. This represents 6.96% of its overall portfolio holdings.
Number of Shares
823,596
Previous 893,887
7.86%
Holding current value
$30.3 Million
Previous $30.7 Million
1.45%
% of portfolio
6.96%
Previous 6.96%
Shares
10 transactions
Others Institutions Holding DFIV
# of Institutions
508Shares Held
169MCall Options Held
400Put Options Held
0-
Mercer Global Advisors Inc Denver, CO14.8MShares$546 Million1.55% of portfolio
-
Envestnet Asset Management Inc12.8MShares$472 Million0.18% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO11.3MShares$416 Million4.71% of portfolio
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Northern Trust Corp Chicago, IL6.52MShares$240 Million0.04% of portfolio
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Savant Capital, LLC6.3MShares$232 Million2.68% of portfolio