Tobias Financial Advisors, Inc. Dimensional ETF Tr Transaction History
Tobias Financial Advisors, Inc.
- $483 Million
- Q4 2024
A detailed history of Tobias Financial Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 340,864 shares of DFIV stock, worth $13.6 Million. This represents 2.5% of its overall portfolio holdings.
Number of Shares
340,864
Previous 296,073
15.13%
Holding current value
$13.6 Million
Previous $11.3 Million
7.24%
% of portfolio
2.5%
Previous 2.32%
Shares
11 transactions
Others Institutions Holding DFIV
# of Institutions
628Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$819 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$712 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$447 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$331 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$281 Million0.17% of portfolio