Trademark Financial Management, LLC Dimensional ETF Tr Transaction History
Trademark Financial Management, LLC
- $123 Billion
- Q2 2024
A detailed history of Trademark Financial Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Trademark Financial Management, LLC holds 31,211 shares of DFIV stock, worth $1.17 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
31,211
Previous 30,617
1.94%
Holding current value
$1.17 Million
Previous $1.13 Billion
0.31%
% of portfolio
0.91%
Previous 0.93%
Shares
3 transactions
Others Institutions Holding DFIV
# of Institutions
528Shares Held
184MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$628 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$551 Million0.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$420 Million4.47% of portfolio
-
Savant Capital, LLC7.26MShares$273 Million2.57% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$252 Million0.04% of portfolio