Poinciana Advisors Group, LLC Dimensional ETF Tr Transaction History
Poinciana Advisors Group, LLC
- $98.7 Billion
- Q4 2024
A detailed history of Poinciana Advisors Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Poinciana Advisors Group, LLC holds 92,980 shares of DFIV stock, worth $3.5 Million. This represents 3.34% of its overall portfolio holdings.
Number of Shares
92,980Holding current value
$3.5 Million% of portfolio
3.34%Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
592Shares Held
204MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$730 Million1.62% of portfolio
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Envestnet Asset Management Inc18.9MShares$713 Million0.24% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$420 Million4.47% of portfolio
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Savant Capital, LLC8.28MShares$312 Million2.39% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$264 Million0.17% of portfolio