Mpwm Advisory Solutions, LLC Dimensional ETF Tr Transaction History
Mpwm Advisory Solutions, LLC
- $158 Billion
- Q2 2025
A detailed history of Mpwm Advisory Solutions, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Mpwm Advisory Solutions, LLC holds 19,756 shares of DFIV stock, worth $921,222. This represents 0.54% of its overall portfolio holdings.
Number of Shares
19,756
Previous 19,675
0.41%
Holding current value
$921,222
Previous $774 Million
9.26%
% of portfolio
0.54%
Previous 0.56%
Shares
3 transactions
Others Institutions Holding DFIV
# of Institutions
747Shares Held
261MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO24.6MShares$1.15 Billion0.78% of portfolio
-
Envestnet Asset Management Inc21.1MShares$985 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.9MShares$929 Million1.77% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$521 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$400 Million2.4% of portfolio