Shearwater Capital LLC Dimensional ETF Tr Transaction History
Shearwater Capital LLC
- $144 Million
- Q3 2024
A detailed history of Shearwater Capital LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Shearwater Capital LLC holds 355,004 shares of DFIV stock, worth $13.3 Million. This represents 9.38% of its overall portfolio holdings.
Number of Shares
355,004
Previous 357,806
0.78%
Holding current value
$13.3 Million
Previous $12.9 Million
5.12%
% of portfolio
9.38%
Previous 9.49%
Shares
12 transactions
Others Institutions Holding DFIV
# of Institutions
541Shares Held
190MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc18.9MShares$708 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO16.7MShares$625 Million1.52% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$418 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$290 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$251 Million0.04% of portfolio