Werba Rubin Papier Wealth Management Dimensional ETF Tr Transaction History
Werba Rubin Papier Wealth Management
- $532 Billion
- Q2 2025
A detailed history of Werba Rubin Papier Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Werba Rubin Papier Wealth Management holds 215,638 shares of DFIV stock, worth $10.1 Million. This represents 1.74% of its overall portfolio holdings.
Number of Shares
215,638
Previous 212,386
1.53%
Holding current value
$10.1 Million
Previous $8.36 Billion
10.48%
% of portfolio
1.74%
Previous 1.82%
Shares
11 transactions
Others Institutions Holding DFIV
# of Institutions
747Shares Held
261MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO24.6MShares$1.15 Billion0.78% of portfolio
-
Envestnet Asset Management Inc21.1MShares$985 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.9MShares$929 Million1.77% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$521 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$400 Million2.4% of portfolio