Wealth Architects, LLC Dimensional ETF Tr Transaction History
Wealth Architects, LLC
- $848 Million
- Q3 2024
A detailed history of Wealth Architects, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealth Architects, LLC holds 681,820 shares of DFIV stock, worth $25.6 Million. This represents 3.06% of its overall portfolio holdings.
Number of Shares
681,820
Previous 648,081
5.21%
Holding current value
$25.6 Million
Previous $23.3 Million
11.47%
% of portfolio
3.06%
Previous 2.94%
Shares
13 transactions
Others Institutions Holding DFIV
# of Institutions
583Shares Held
202MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$727 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$710 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$419 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$310 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$263 Million0.17% of portfolio