Seven Springs Wealth Group, LLC Dimensional ETF Tr Transaction History
Seven Springs Wealth Group, LLC
- $254 Million
- Q1 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 40,988 shares of DFIV stock, worth $1.5 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
40,988
Previous 41,725
1.77%
Holding current value
$1.5 Million
Previous $1.43 Million
5.09%
% of portfolio
0.59%
Previous 0.66%
Shares
6 transactions
Others Institutions Holding DFIV
# of Institutions
508Shares Held
168MCall Options Held
400Put Options Held
0-
Mercer Global Advisors Inc Denver, CO14.8MShares$543 Million1.55% of portfolio
-
Envestnet Asset Management Inc12.8MShares$469 Million0.18% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.3MShares$413 Million4.71% of portfolio
-
Northern Trust Corp Chicago, IL6.52MShares$239 Million0.04% of portfolio
-
Savant Capital, LLC6.3MShares$231 Million2.68% of portfolio