Mogy Joel R Investment Counsel Inc Dimensional ETF Tr Transaction History
Mogy Joel R Investment Counsel Inc
- $1.67 Billion
- Q4 2024
A detailed history of Mogy Joel R Investment Counsel Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Mogy Joel R Investment Counsel Inc holds 2,593 shares of DFIV stock, worth $100,245. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,593Holding current value
$100,245% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
625Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$791 Million0.24% of portfolio
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Mercer Global Advisors Inc Denver, CO17.8MShares$688 Million1.56% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$432 Million4.47% of portfolio
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Savant Capital, LLC8.28MShares$320 Million2.39% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$271 Million0.17% of portfolio