Triangle Securities Wealth Management Dimensional ETF Tr Transaction History
Triangle Securities Wealth Management
- $412 Million
- Q3 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 40,130 shares of DFIV stock, worth $1.92 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
40,130
Previous 39,043
2.78%
Holding current value
$1.92 Million
Previous $1.67 Million
10.65%
% of portfolio
0.45%
Previous 0.44%
Shares
2 transactions
Others Institutions Holding DFIV
# of Institutions
792Shares Held
258MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO26.9MShares$1.29 Billion0.84% of portfolio
-
Mercer Global Advisors Inc Denver, CO20.9MShares$1 Billion1.65% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA13.8MShares$663 Million0.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$535 Million4.47% of portfolio
-
Savant Capital, LLC8.68MShares$416 Million2.24% of portfolio