Prism Advisors, Inc. Dimensional ETF Tr Transaction History

Prism Advisors, Inc.

$347 Million
Q3 2024

A detailed history of Prism Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Prism Advisors, Inc. holds 492,226 shares of DFIV stock, worth $17.2 Million. This represents 5.4% of its overall portfolio holdings.

Number of Shares

492,226

Holding current value

$17.2 Million

% of portfolio

5.4%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 15, 2024	BUY	$34.66 - $38.38 $17.1 Million - $18.9 Million	492,226 New	492,226 $18.7 Million

Others Institutions Holding DFIV

# of Institutions

559

Shares Held

193M

Call Options Held

Put Options Held

Mercer Global Advisors Inc Denver, CO

19.4M
Shares

$678 Million
1.62% of portfolio
Envestnet Asset Management Inc

18.9M
Shares

$662 Million
0.24% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$390 Million
4.47% of portfolio
Savant Capital, LLC

7.75M
Shares

$271 Million
2.51% of portfolio
Northern Trust Corp Chicago, IL

6.75M
Shares

$236 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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Prism Advisors, Inc. Dimensional ETF Tr Transaction History