Vance Wealth, Inc. Dimensional ETF Tr Transaction History
Vance Wealth, Inc.
- $263 Million
- Q3 2024
A detailed history of Vance Wealth, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Vance Wealth, Inc. holds 43,147 shares of DFIV stock, worth $1.54 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
43,147
Previous 34,499
25.07%
Holding current value
$1.54 Million
Previous $1.24 Million
32.61%
% of portfolio
0.63%
Previous 0.51%
Shares
3 transactions
Others Institutions Holding DFIV
# of Institutions
559Shares Held
193MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$692 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$676 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$399 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$277 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$241 Million0.04% of portfolio