Seven Springs Wealth Group, LLC Dimensional ETF Tr Transaction History
Seven Springs Wealth Group, LLC
- $260 Million
- Q4 2024
A detailed history of Seven Springs Wealth Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Seven Springs Wealth Group, LLC holds 39,350 shares of DFIV stock, worth $1.57 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
39,350
Previous 39,397
0.12%
Holding current value
$1.57 Million
Previous $1.5 Million
7.0%
% of portfolio
0.54%
Previous 0.56%
Shares
9 transactions
Others Institutions Holding DFIV
# of Institutions
628Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$819 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$712 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$447 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$331 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$281 Million0.17% of portfolio