True Link Financial Advisors, LLC Dimensional ETF Tr Transaction History
True Link Financial Advisors, LLC
- $1.19 Billion
- Q4 2024
A detailed history of True Link Financial Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, True Link Financial Advisors, LLC holds 1,065,332 shares of DFIV stock, worth $39.9 Million. This represents 3.17% of its overall portfolio holdings.
Number of Shares
1,065,332
Previous 1,098,326
3.0%
Holding current value
$39.9 Million
Previous $41.8 Million
9.65%
% of portfolio
3.17%
Previous 3.55%
Shares
11 transactions
Others Institutions Holding DFIV
# of Institutions
583Shares Held
202MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$727 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$710 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$419 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$310 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$263 Million0.17% of portfolio