Verity Wealth Advisors Dimensional ETF Tr Transaction History
Verity Wealth Advisors
- $142 Million
- Q3 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 $248,901. This represents 0.18% of its overall portfolio holdings.
Number of Shares
6,771
Previous 6,771
-0.0%
Holding current value
$248,901
Previous $243,000
5.76%
% of portfolio
0.18%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding DFIV
# of Institutions
541Shares Held
191MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc18.9MShares$696 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO16.7MShares$614 Million1.52% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$411 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$285 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$246 Million0.04% of portfolio