Shanker Valleau Wealth Advisors, Inc. Dimensional ETF Tr Transaction History
Shanker Valleau Wealth Advisors, Inc.
- $332 Million
- Q2 2025
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 387,258 shares of DFIV stock, worth $16.8 Million. This represents 5.0% of its overall portfolio holdings.
Number of Shares
387,258
Previous 429,500
9.84%
Holding current value
$16.8 Million
Previous $16.9 Million
1.89%
% of portfolio
5.0%
Previous 5.74%
Shares
15 transactions
Others Institutions Holding DFIV
# of Institutions
712Shares Held
230MCall Options Held
1.8KPut Options Held
200-
Envestnet Asset Management Inc20MShares$870 Million0.26% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.1MShares$830 Million1.75% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$485 Million4.47% of portfolio
-
Savant Capital, LLC8.49MShares$369 Million2.53% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.29MShares$317 Million0.15% of portfolio