Tilson Financial Group, Inc. Dimensional ETF Tr Transaction History
Tilson Financial Group, Inc.
- $265 Million
- Q2 2025
A detailed history of Tilson Financial Group, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Tilson Financial Group, Inc. holds 98,687 shares of DFIV stock, worth $4.45 Million. This represents 1.59% of its overall portfolio holdings.
Number of Shares
98,687
Previous 102,811
4.01%
Holding current value
$4.45 Million
Previous $4.05 Million
4.45%
% of portfolio
1.59%
Previous 1.6%
Shares
11 transactions
Others Institutions Holding DFIV
# of Institutions
752Shares Held
262MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO24.6MShares$1.11 Billion0.78% of portfolio
-
Envestnet Asset Management Inc21.1MShares$954 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.9MShares$899 Million1.77% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$504 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$388 Million2.4% of portfolio