Sunesis Advisors, LLC Dimensional ETF Tr Transaction History
Sunesis Advisors, LLC
- $177 Million
- Q1 2025
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 $904,534. This represents 0.5% of its overall portfolio holdings.
Number of Shares
22,653
Previous 22,653
-0.0%
Holding current value
$904,534
Previous $803,000
10.96%
% of portfolio
0.5%
Previous 0.49%
Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
646Shares Held
215MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$817 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$710 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$446 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$331 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$280 Million0.17% of portfolio