Visionary Wealth Advisors Dimensional ETF Tr Transaction History
Visionary Wealth Advisors
- $1.62 Billion
- Q4 2024
A detailed history of Visionary Wealth Advisors transactions in Dimensional ETF Tr stock. As of the latest transaction made, Visionary Wealth Advisors holds 140,009 shares of DFIV stock, worth $5.41 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
140,009
Previous 123,103
13.73%
Holding current value
$5.41 Million
Previous $4.69 Million
5.95%
% of portfolio
0.31%
Previous 0.3%
Shares
9 transactions
Others Institutions Holding DFIV
# of Institutions
625Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$791 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$688 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$432 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$320 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$271 Million0.17% of portfolio