Prism Advisors, Inc. Dimensional ETF Tr Transaction History
Prism Advisors, Inc.
- $332 Million
- Q4 2024
A detailed history of Prism Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Prism Advisors, Inc. holds 538,524 shares of DFIV stock, worth $20 Million. This represents 5.76% of its overall portfolio holdings.
Number of Shares
538,524
Previous 492,226
9.41%
Holding current value
$20 Million
Previous $18.7 Million
1.91%
% of portfolio
5.76%
Previous 5.4%
Shares
2 transactions
Others Institutions Holding DFIV
# of Institutions
569Shares Held
195MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$720 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$703 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$415 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$288 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$250 Million0.04% of portfolio