Nelson, Van Denburg & Campbell Wealth Management Group, LLC Dimensional ETF Tr Transaction History
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
- $2.25 Billion
- Q2 2024
A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 87,352 shares of DFIV stock, worth $3.27 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
87,352
Previous 83,380
4.76%
Holding current value
$3.27 Million
Previous $3.06 Million
2.45%
% of portfolio
0.14%
Previous 0.15%
Shares
12 transactions
Others Institutions Holding DFIV
# of Institutions
541Shares Held
190MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc18.9MShares$708 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO16.7MShares$625 Million1.52% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$418 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$290 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$251 Million0.04% of portfolio