N.E.W. Advisory Services LLC Dimensional ETF Tr Transaction History
N.E.W. Advisory Services LLC
- $899 Million
- Q1 2024
A detailed history of N.E.W. Advisory Services LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 455,035 shares of DFIV stock, worth $16.6 Million. This represents 1.86% of its overall portfolio holdings.
Number of Shares
455,035
Previous 442,428
2.85%
Holding current value
$16.6 Million
Previous $15.2 Million
10.01%
% of portfolio
1.86%
Previous 1.85%
Shares
7 transactions
Others Institutions Holding DFIV
# of Institutions
508Shares Held
168MCall Options Held
400Put Options Held
0-
Mercer Global Advisors Inc Denver, CO14.8MShares$543 Million1.55% of portfolio
-
Envestnet Asset Management Inc12.8MShares$469 Million0.18% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.3MShares$413 Million4.71% of portfolio
-
Northern Trust Corp Chicago, IL6.52MShares$239 Million0.04% of portfolio
-
Savant Capital, LLC6.3MShares$231 Million2.68% of portfolio