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 $20.7 Million. This represents 5.76% of its overall portfolio holdings.
Number of Shares
538,524
Previous 492,226
9.41%
Holding current value
$20.7 Million
Previous $18.7 Million
1.91%
% of portfolio
5.76%
Previous 5.4%
Shares
2 transactions
Others Institutions Holding DFIV
# of Institutions
616Shares Held
213MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$788 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$685 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$430 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$319 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$270 Million0.17% of portfolio