Sanford Advisory Services, LLC Dimensional ETF Tr Transaction History
Sanford Advisory Services, LLC
- $420 Million
- Q4 2022
A detailed history of Sanford Advisory Services, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sanford Advisory Services, LLC holds 207,798 shares of DFIV stock, worth $7.63 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
207,798
Previous 165,088
25.87%
Holding current value
$7.63 Million
Previous $4.25 Million
48.53%
% of portfolio
1.5%
Previous 1.21%
Shares
3 transactions
Others Institutions Holding DFIV
# of Institutions
539Shares Held
186MCall 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
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$410 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$284 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$246 Million0.04% of portfolio