Private Trust CO Na Dimensional ETF Tr Transaction History
Private Trust CO Na
- $905 Million
- Q2 2024
A detailed history of Private Trust CO Na transactions in Dimensional ETF Tr stock. As of the latest transaction made, Private Trust CO Na holds 5,357 shares of DFIV stock, worth $200,405. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,357
Previous 5,502
2.64%
Holding current value
$200,405
Previous $202,000
4.95%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding DFIV
# of Institutions
527Shares Held
184MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$625 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$548 Million0.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$418 Million4.47% of portfolio
-
Savant Capital, LLC7.26MShares$272 Million2.57% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$251 Million0.04% of portfolio