Shotwell Rutter Baer Inc Dimensional ETF Tr Transaction History
Shotwell Rutter Baer Inc
- $113 Billion
- Q1 2025
A detailed history of Shotwell Rutter Baer Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Shotwell Rutter Baer Inc holds 138,862 shares of DFIV stock, worth $5.51 Million. This represents 4.37% of its overall portfolio holdings.
Number of Shares
138,862
Previous 138,491
0.27%
Holding current value
$5.51 Million
Previous $4.89 Billion
1.29%
% of portfolio
4.37%
Previous 4.12%
Shares
6 transactions
Others Institutions Holding DFIV
# of Institutions
635Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$812 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$706 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$443 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$328 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$278 Million0.17% of portfolio