Schubert & CO Dimensional ETF Tr Transaction History
Schubert & CO
- $99.7 Million
- Q1 2024
A detailed history of Schubert & CO transactions in Dimensional ETF Tr stock. As of the latest transaction made, Schubert & CO holds 56,349 shares of DFIV stock, worth $2.03 Million. This represents 2.08% of its overall portfolio holdings.
Number of Shares
56,349
Previous 49,706
13.36%
Holding current value
$2.03 Million
Previous $1.71 Million
21.27%
% of portfolio
2.08%
Previous 1.63%
Shares
10 transactions
Others Institutions Holding DFIV
# of Institutions
506Shares Held
168MCall Options Held
400Put Options Held
0-
Mercer Global Advisors Inc Denver, CO14.8MShares$533 Million1.55% of portfolio
-
Envestnet Asset Management Inc12.8MShares$461 Million0.18% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.3MShares$406 Million4.71% of portfolio
-
Northern Trust Corp Chicago, IL6.52MShares$234 Million0.04% of portfolio
-
Savant Capital, LLC6.3MShares$227 Million2.68% of portfolio