Safeguard Financial, LLC Dimensional ETF Tr Transaction History
Safeguard Financial, LLC
- $453 Million
- Q1 2025
A detailed history of Safeguard Financial, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Safeguard Financial, LLC holds 5,293 shares of DFIV stock, worth $212,355. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,293
Previous 8,502
37.74%
Holding current value
$212,355
Previous $301,000
30.56%
% of portfolio
0.05%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding DFIV
# of Institutions
655Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20MShares$803 Million0.26% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$714 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$448 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$332 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$282 Million0.17% of portfolio