Turning Point Benefit Group, Inc. Dimensional ETF Tr Transaction History
Turning Point Benefit Group, Inc.
- $132 Billion
- Q2 2025
A detailed history of Turning Point Benefit Group, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Turning Point Benefit Group, Inc. holds 27,932 shares of DFIV stock, worth $1.3 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
27,932
Previous 19,489
43.32%
Holding current value
$1.3 Million
Previous $681 Million
75.69%
% of portfolio
0.91%
Previous 0.64%
Shares
3 transactions
Others Institutions Holding DFIV
# of Institutions
747Shares Held
261MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO24.6MShares$1.15 Billion0.78% of portfolio
-
Envestnet Asset Management Inc21.1MShares$985 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.9MShares$929 Million1.77% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$521 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$400 Million2.4% of portfolio