Omni 360 Wealth, Inc. Dimensional ETF Tr Transaction History
Omni 360 Wealth, Inc.
- $153 Billion
- Q3 2024
A detailed history of Omni 360 Wealth, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Omni 360 Wealth, Inc. holds 76,066 shares of DFIV stock, worth $2.77 Million. This represents 1.89% of its overall portfolio holdings.
Number of Shares
76,066
Previous 86,769
12.34%
Holding current value
$2.77 Million
Previous $3.12 Billion
7.11%
% of portfolio
1.89%
Previous 2.32%
Shares
4 transactions
Others Institutions Holding DFIV
# of Institutions
558Shares Held
193MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$706 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$690 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$407 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$282 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$246 Million0.04% of portfolio