Valued Wealth Advisors LLC Dimensional ETF Tr Transaction History
Valued Wealth Advisors LLC
- $154 Billion
- Q3 2024
A detailed history of Valued Wealth Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 17,650 shares of DFIV stock, worth $647,931. This represents 0.44% of its overall portfolio holdings.
Number of Shares
17,650
Previous 17,760
0.62%
Holding current value
$647,931
Previous $638 Million
5.3%
% of portfolio
0.44%
Previous 0.44%
Shares
4 transactions
Others Institutions Holding DFIV
# of Institutions
539Shares Held
186MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$613 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$538 Million0.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$410 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$284 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$246 Million0.04% of portfolio