Moss Adams Wealth Advisors LLC Dimensional ETF Tr Transaction History
Moss Adams Wealth Advisors LLC
- $725 Billion
- Q2 2024
Shares
2 transactions
Others Institutions Holding DFIV
# of Institutions
527Shares Held
184MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$625 Million1.52% of portfolio
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Envestnet Asset Management Inc14.7MShares$548 Million0.19% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$418 Million4.47% of portfolio
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Savant Capital, LLC7.26MShares$272 Million2.57% of portfolio
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Northern Trust Corp Chicago, IL6.7MShares$251 Million0.04% of portfolio