One Charles Private Wealth Services, LLC Dimensional ETF Tr Transaction History
One Charles Private Wealth Services, LLC
- $254 Million
- Q3 2024
A detailed history of One Charles Private Wealth Services, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, One Charles Private Wealth Services, LLC holds 11,721 shares of DFIV stock, worth $409,648. This represents 0.18% of its overall portfolio holdings.
Number of Shares
11,721
Previous 11,721
-0.0%
Holding current value
$409,648
Previous $421,000
5.94%
% of portfolio
0.18%
Previous 0.18%
Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
559Shares Held
193MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$678 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$662 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$390 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$271 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$236 Million0.04% of portfolio