Shanker Valleau Wealth Advisors, Inc. Dimensional ETF Tr Transaction History
Shanker Valleau Wealth Advisors, Inc.
- $234 Million
- Q2 2024
A detailed history of Shanker Valleau Wealth Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Shanker Valleau Wealth Advisors, Inc. holds 233,094 shares of DFIV stock, worth $8.7 Million. This represents 3.59% of its overall portfolio holdings.
Number of Shares
233,094
Previous 236,851
1.59%
Holding current value
$8.7 Million
Previous $8.7 Million
3.76%
% of portfolio
3.59%
Previous 4.01%
Shares
11 transactions
Others Institutions Holding DFIV
# of Institutions
507Shares Held
168MCall Options Held
400Put Options Held
0-
Mercer Global Advisors Inc Denver, CO14.8MShares$554 Million1.55% of portfolio
-
Envestnet Asset Management Inc12.8MShares$479 Million0.18% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO11.3MShares$421 Million4.71% of portfolio
-
Northern Trust Corp Chicago, IL6.52MShares$243 Million0.04% of portfolio
-
Savant Capital, LLC6.3MShares$235 Million2.68% of portfolio