Sovereign Financial Group, Inc. Dimensional ETF Tr Transaction History
Sovereign Financial Group, Inc.
- $396 Million
- Q2 2024
A detailed history of Sovereign Financial Group, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 23,812 shares of DFIV stock, worth $894,854. This represents 0.22% of its overall portfolio holdings.
Number of Shares
23,812
Previous 18,812
26.58%
Holding current value
$894,854
Previous $691,000
23.73%
% of portfolio
0.22%
Previous 0.18%
Shares
8 transactions
Others Institutions Holding DFIV
# of Institutions
528Shares Held
184MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$628 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$551 Million0.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$420 Million4.47% of portfolio
-
Savant Capital, LLC7.26MShares$273 Million2.57% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$252 Million0.04% of portfolio