Turtle Creek Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Turtle Creek Wealth Advisors, LLC

$1.12 Trillion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 31, 2024	BUY	$35.5 - $38.02 $27,548 - $29,503	776 New	776 $27.9 Million

Others Institutions Holding DFIV

# of Institutions

777

Shares Held

260M

Call Options Held

0

Put Options Held

0

Northwestern Mutual Wealth Management CO

24.6M
Shares

$1.15 Billion
0.78% of portfolio
Mercer Global Advisors Inc Denver, CO

19.9M
Shares

$934 Million
1.77% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

13.8M
Shares

$649 Million
0.39% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$524 Million
4.47% of portfolio
Savant Capital, LLC

8.68M
Shares

$407 Million
2.24% of portfolio

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

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