Wealthspan Partners, LLC Dimensional ETF Tr Transaction History
Wealthspan Partners, LLC
- $179 Million
- Q2 2024
A detailed history of Wealthspan Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealthspan Partners, LLC holds 10,603 shares of DFIV stock, worth $402,595. This represents 0.21% of its overall portfolio holdings.
Number of Shares
10,603
Previous 10,405
1.9%
Holding current value
$402,595
Previous $382,000
0.26%
% of portfolio
0.21%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding DFIV
# of Institutions
528Shares Held
184MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$634 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$557 Million0.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$424 Million4.47% of portfolio
-
Savant Capital, LLC7.26MShares$276 Million2.57% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$255 Million0.04% of portfolio