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 $2.84 Million. This represents 1.89% of its overall portfolio holdings.
Number of Shares
76,066
Previous 86,769
12.34%
Holding current value
$2.84 Million
Previous $3.12 Billion
7.11%
% of portfolio
1.89%
Previous 2.32%
Shares
4 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