Wealthpoint, LLC Dimensional ETF Tr Transaction History
Wealthpoint, LLC
- $247 Million
- Q3 2023
A detailed history of Wealthpoint, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealthpoint, LLC holds 14,544 shares of DFIV stock, worth $532,164. This represents 0.19% of its overall portfolio holdings.
Number of Shares
14,544
Previous 14,517
0.19%
Holding current value
$532,164
Previous $476,000
0.42%
% of portfolio
0.19%
Previous 0.17%
Shares
9 transactions
Others Institutions Holding DFIV
# of Institutions
508Shares Held
168MCall Options Held
400Put Options Held
0-
Mercer Global Advisors Inc Denver, CO14.8MShares$543 Million1.55% of portfolio
-
Envestnet Asset Management Inc12.8MShares$469 Million0.18% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.3MShares$413 Million4.71% of portfolio
-
Northern Trust Corp Chicago, IL6.52MShares$239 Million0.04% of portfolio
-
Savant Capital, LLC6.3MShares$231 Million2.68% of portfolio