Tempus Wealth Planning, LLC Dimensional ETF Tr Transaction History
Tempus Wealth Planning, LLC
- $297 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding DFIV
# of Institutions
571Shares Held
197MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$728 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$711 Million0.24% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$419 Million4.47% of portfolio
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Savant Capital, LLC8.28MShares$311 Million2.39% of portfolio
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Northern Trust Corp Chicago, IL6.75MShares$253 Million0.04% of portfolio