True Link Financial Advisors, LLC Dimensional ETF Tr Transaction History
True Link Financial Advisors, LLC
- $1.44 Billion
- Q2 2025
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 1,097,757 shares of DFIV stock, worth $49.6 Million. This represents 3.25% of its overall portfolio holdings.
Number of Shares
1,097,757
Previous 1,096,338
0.13%
Holding current value
$49.6 Million
Previous $43.2 Million
8.96%
% of portfolio
3.25%
Previous 3.22%
Shares
13 transactions
Others Institutions Holding DFIV
# of Institutions
744Shares Held
261MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO24.6MShares$1.11 Billion0.78% of portfolio
-
Envestnet Asset Management Inc21.1MShares$955 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.9MShares$900 Million1.77% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$505 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$388 Million2.4% of portfolio