Sunesis Advisors, LLC Dimensional ETF Tr Transaction History
Sunesis Advisors, LLC
- $165 Million
- Q3 2024
A detailed history of Sunesis Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sunesis Advisors, LLC holds 22,653 shares of DFIV stock, worth $808,712. This represents 0.52% of its overall portfolio holdings.
Number of Shares
22,653
Previous 22,653
-0.0%
Holding current value
$808,712
Previous $814,000
5.9%
% of portfolio
0.52%
Previous 0.49%
Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
559Shares Held
193MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$692 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$676 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$399 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$277 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$241 Million0.04% of portfolio