One Charles Private Wealth Services, LLC Dimensional ETF Tr Transaction History
One Charles Private Wealth Services, LLC
- $282 Million
- Q4 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 $452,782. This represents 0.15% of its overall portfolio holdings.
Number of Shares
11,721
Previous 11,721
-0.0%
Holding current value
$452,782
Previous $446,000
6.95%
% of portfolio
0.15%
Previous 0.18%
Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
639Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$790 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$687 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$431 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$320 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$271 Million0.17% of portfolio