Triangle Securities Wealth Management Dimensional ETF Tr Transaction History
Triangle Securities Wealth Management
- $380 Million
- Q2 2025
A detailed history of Triangle Securities Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Triangle Securities Wealth Management holds 39,043 shares of DFIV stock, worth $1.71 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
39,043Holding current value
$1.71 Million% of portfolio
0.44%Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
718Shares Held
232MCall Options Held
1.8KPut Options Held
200-
Envestnet Asset Management Inc21.1MShares$928 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.1MShares$839 Million1.75% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$491 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$377 Million2.4% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.29MShares$320 Million0.15% of portfolio