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 $18.1 Million. This represents 5.4% of its overall portfolio holdings.
Number of Shares
492,226Holding current value
$18.1 Million% of portfolio
5.4%Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
537Shares Held
185MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$613 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$538 Million0.19% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$410 Million4.47% of portfolio
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Savant Capital, LLC7.75MShares$284 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$246 Million0.04% of portfolio