Porter White Investment Advisors, Inc. Dimensional ETF Tr Transaction History
Porter White Investment Advisors, Inc.
- $202 Billion
- Q1 2025
A detailed history of Porter White Investment Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Porter White Investment Advisors, Inc. holds 110,681 shares of DFIV stock, worth $4.7 Million. This represents 2.16% of its overall portfolio holdings.
Number of Shares
110,681Holding current value
$4.7 Million% of portfolio
2.16%Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
688Shares Held
226MCall Options Held
1.8KPut Options Held
200-
Envestnet Asset Management Inc20MShares$851 Million0.26% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.1MShares$812 Million1.75% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$475 Million4.47% of portfolio
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Savant Capital, LLC8.49MShares$361 Million2.53% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.29MShares$310 Million0.15% of portfolio