O'Shaughnessy Asset Management, LLC Dimensional ETF Tr Transaction History
O'Shaughnessy Asset Management, LLC
- $11.5 Billion
- Q4 2024
A detailed history of O'Shaughnessy Asset Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, O'Shaughnessy Asset Management, LLC holds 9,319 shares of DFIV stock, worth $372,946. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9,319
Previous 11,499
18.96%
Holding current value
$372,946
Previous $437,000
24.49%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding DFIV
# of Institutions
628Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$819 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$712 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$447 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$331 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$281 Million0.17% of portfolio