Squire Investment Management Company, LLC Dimensional ETF Tr Transaction History
Squire Investment Management Company, LLC
- $271 Billion
- Q2 2025
A detailed history of Squire Investment Management Company, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Squire Investment Management Company, LLC holds 397,609 shares of DFIV stock, worth $18.2 Million. This represents 6.28% of its overall portfolio holdings.
Number of Shares
397,609
Previous 384,394
3.44%
Holding current value
$18.2 Million
Previous $15.1 Billion
12.56%
% of portfolio
6.28%
Previous 6.31%
Shares
7 transactions
Others Institutions Holding DFIV
# of Institutions
750Shares Held
264MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO24.6MShares$1.13 Billion0.78% of portfolio
-
Envestnet Asset Management Inc21.1MShares$969 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.9MShares$914 Million1.77% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$512 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$394 Million2.4% of portfolio