Orion Portfolio Solutions, LLC Dimensional ETF Tr Transaction History
Orion Portfolio Solutions, LLC
- $8.97 Billion
- Q2 2024
A detailed history of Orion Portfolio Solutions, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Orion Portfolio Solutions, LLC holds 19,446 shares of DFIV stock, worth $727,085. This represents 0.01% of its overall portfolio holdings.
Number of Shares
19,446
Previous 13,681
42.14%
Holding current value
$727,085
Previous $502,000
39.04%
% of portfolio
0.01%
Previous 0.01%
Shares
13 transactions
Others Institutions Holding DFIV
# of Institutions
541Shares Held
191MCall 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