Seven Springs Wealth Group, LLC Dimensional ETF Tr Transaction History
Seven Springs Wealth Group, LLC
- $273 Million
- Q1 2025
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 36,174 shares of DFIV stock, worth $1.59 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
36,174
Previous 39,350
8.07%
Holding current value
$1.59 Million
Previous $1.4 Million
2.01%
% of portfolio
0.52%
Previous 0.54%
Shares
10 transactions
Others Institutions Holding DFIV
# of Institutions
720Shares Held
232MCall Options Held
1.8KPut Options Held
200-
Envestnet Asset Management Inc21.1MShares$928 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.1MShares$839 Million1.75% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$491 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$377 Million2.4% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.83MShares$344 Million0.22% of portfolio