Paladin Advisory Group, LLC Dimensional ETF Tr Transaction History

Paladin Advisory Group, LLC

$135 Million
Q3 2024

A detailed history of Paladin Advisory Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Paladin Advisory Group, LLC holds 1,335 shares of DFIV stock, worth $48,180. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,335

Holding current value

$48,180

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 05, 2024	BUY	$34.66 - $38.38 $46,271 - $51,237	1,335 New	1,335 $50,000

Others Institutions Holding DFIV

# of Institutions

563

Shares Held

194M

Call Options Held

Put Options Held

Mercer Global Advisors Inc Denver, CO

19.4M
Shares

$700 Million
1.62% of portfolio
Envestnet Asset Management Inc

18.9M
Shares

$684 Million
0.24% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$403 Million
4.47% of portfolio
Savant Capital, LLC

7.75M
Shares

$280 Million
2.51% of portfolio
Northern Trust Corp Chicago, IL

6.75M
Shares

$243 Million
0.04% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Paladin Advisory Group, LLC Dimensional ETF Tr Transaction History