Prism Advisors, Inc. Dimensional ETF Tr Transaction History
Prism Advisors, Inc.
- $340 Million
- Q3 2025
A detailed history of Prism Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Prism Advisors, Inc. holds 435,091 shares of DFIV stock, worth $20 Million. This represents 5.91% of its overall portfolio holdings.
Number of Shares
435,091
Previous 440,645
1.26%
Holding current value
$20 Million
Previous $18.9 Million
6.33%
% of portfolio
5.91%
Previous 5.54%
Shares
5 transactions
Others Institutions Holding DFIV
# of Institutions
760Shares Held
267MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO24.6MShares$1.13 Billion0.78% of portfolio
-
Envestnet Asset Management Inc21.1MShares$969 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.9MShares$914 Million1.77% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$512 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$394 Million2.4% of portfolio