Mn Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Mn Wealth Advisors, LLC
- $162 Billion
- Q1 2024
A detailed history of Mn Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Mn Wealth Advisors, LLC holds 43,817 shares of DFIV stock, worth $1.61 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
43,817
Previous 40,241
8.89%
Holding current value
$1.61 Million
Previous $1.38 Billion
16.46%
% of portfolio
1.0%
Previous 0.95%
Shares
2 transactions
Others Institutions Holding DFIV
# of Institutions
508Shares Held
168MCall Options Held
400Put Options Held
0-
Mercer Global Advisors Inc Denver, CO14.8MShares$544 Million1.55% of portfolio
-
Envestnet Asset Management Inc12.8MShares$471 Million0.18% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.3MShares$414 Million4.71% of portfolio
-
Northern Trust Corp Chicago, IL6.52MShares$239 Million0.04% of portfolio
-
Savant Capital, LLC6.3MShares$231 Million2.68% of portfolio