Schwarz Dygos Wheeler Investment Advisors LLC Dimensional ETF Tr Transaction History
Schwarz Dygos Wheeler Investment Advisors LLC
- $369 Million
- Q2 2024
A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 7,021 shares of DFIV stock, worth $262,655. This represents 0.07% of its overall portfolio holdings.
Number of Shares
7,021
Previous 7,021
-0.0%
Holding current value
$262,655
Previous $258,000
2.33%
% of portfolio
0.07%
Previous 0.07%
Shares
5 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