Walkner Condon Financial Advisors LLC Dimensional ETF Tr Transaction History
Walkner Condon Financial Advisors LLC
- $480 Million
- Q4 2024
Shares
6 transactions
Others Institutions Holding DFIV
# of Institutions
625Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$790 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$687 Million1.56% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$431 Million4.47% of portfolio
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Savant Capital, LLC8.28MShares$320 Million2.39% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$271 Million0.17% of portfolio