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 $12.9 Million. This represents 9.38% of its overall portfolio holdings.
Number of Shares
355,004
Previous 357,806
0.78%
Holding current value
$12.9 Million
Previous $12.9 Million
5.12%
% of portfolio
9.38%
Previous 9.49%
Shares
12 transactions
Others Institutions Holding DFIV
# of Institutions
558Shares Held
193MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$706 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$690 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$407 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$282 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$246 Million0.04% of portfolio