Paladin Advisory Group, LLC Dimensional ETF Tr Transaction History
Paladin Advisory Group, LLC
- $128 Million
- Q2 2025
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 $61,223. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,335
Previous 1,335
-0.0%
Holding current value
$61,223
Previous $52,000
9.62%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
758Shares Held
266MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO24.6MShares$1.13 Billion0.78% of portfolio
-
Envestnet Asset Management Inc21.1MShares$969 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.9MShares$914 Million1.77% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$512 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$394 Million2.4% of portfolio