N.E.W. Advisory Services LLC Dimensional ETF Tr Transaction History
N.E.W. Advisory Services LLC
- $1.03 Billion
- Q4 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 204,629 shares of DFIV stock, worth $7.91 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
204,629
Previous 277,463
26.25%
Holding current value
$7.91 Million
Previous $10.6 Million
31.3%
% of portfolio
0.7%
Previous 1.05%
Shares
10 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
-
Mercer Global Advisors Inc Denver, CO17.8MShares$688 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$432 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$320 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$271 Million0.17% of portfolio