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 $643,519. This represents 0.44% of its overall portfolio holdings.
Number of Shares
17,650
Previous 17,760
0.62%
Holding current value
$643,519
Previous $638 Million
5.3%
% of portfolio
0.44%
Previous 0.44%
Shares
4 transactions
Others Institutions Holding DFIV
# of Institutions
558Shares Held
193MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$707 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$691 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$407 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$282 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$246 Million0.04% of portfolio