Modern Wealth Management, LLC Dimensional ETF Tr Transaction History
Modern Wealth Management, LLC
- $3.78 Billion
- Q2 2025
A detailed history of Modern Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 17,388 shares of DFIV stock, worth $797,413. This represents 0.02% of its overall portfolio holdings.
Number of Shares
17,388Holding current value
$797,413% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
772Shares Held
268MCall 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