Optivise Advisory Services LLC Dimensional ETF Tr Transaction History
Optivise Advisory Services LLC
- $190 Billion
- Q3 2024
A detailed history of Optivise Advisory Services LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Optivise Advisory Services LLC holds 23,380 shares of DFIV stock, worth $844,953. This represents 0.47% of its overall portfolio holdings.
Number of Shares
23,380Holding current value
$844,953% of portfolio
0.47%Shares
2 transactions
Others Institutions Holding DFIV
# of Institutions
556Shares Held
195MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$701 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$685 Million0.24% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$404 Million4.47% of portfolio
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Savant Capital, LLC7.75MShares$280 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$244 Million0.04% of portfolio