Verity Wealth Advisors Dimensional ETF Tr Transaction History
Verity Wealth Advisors
- $133 Million
- Q2 2024
A detailed history of Verity Wealth Advisors transactions in Dimensional ETF Tr stock. As of the latest transaction made, Verity Wealth Advisors holds 6,771 shares of DFIV stock, worth $253,303. This represents 0.18% of its overall portfolio holdings.
Number of Shares
6,771
Previous 6,771
-0.0%
Holding current value
$253,303
Previous $248,000
2.02%
% of portfolio
0.18%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding DFIV
# of Institutions
527Shares Held
184MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$625 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$548 Million0.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$418 Million4.47% of portfolio
-
Savant Capital, LLC7.26MShares$272 Million2.57% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$251 Million0.04% of portfolio