Vance Wealth, Inc. Dimensional ETF Tr Transaction History
Vance Wealth, Inc.
- $257 Million
- Q4 2024
A detailed history of Vance Wealth, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Vance Wealth, Inc. holds 50,741 shares of DFIV stock, worth $1.94 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
50,741
Previous 43,147
17.6%
Holding current value
$1.94 Million
Previous $1.64 Million
9.49%
% of portfolio
0.7%
Previous 0.63%
Shares
4 transactions
Others Institutions Holding DFIV
# of Institutions
622Shares Held
213MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$783 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$681 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$427 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$317 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$269 Million0.17% of portfolio