Sovereign Financial Group, Inc. Dimensional ETF Tr Transaction History
Sovereign Financial Group, Inc.
- $421 Million
- Q3 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 24,486 shares of DFIV stock, worth $898,881. This represents 0.22% of its overall portfolio holdings.
Number of Shares
24,486
Previous 23,812
2.83%
Holding current value
$898,881
Previous $855,000
9.01%
% of portfolio
0.22%
Previous 0.22%
Shares
9 transactions
Others Institutions Holding DFIV
# of Institutions
539Shares Held
186MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$613 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$538 Million0.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$410 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$284 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$246 Million0.04% of portfolio