Werba Rubin Papier Wealth Management Dimensional ETF Tr Transaction History
Werba Rubin Papier Wealth Management
- $426 Billion
- Q3 2024
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 212,026 shares of DFIV stock, worth $7.66 Million. This represents 1.89% of its overall portfolio holdings.
Number of Shares
212,026
Previous 199,069
6.51%
Holding current value
$7.66 Million
Previous $7.15 Billion
12.85%
% of portfolio
1.89%
Previous 1.97%
Shares
8 transactions
Others Institutions Holding DFIV
# of Institutions
560Shares Held
193MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$701 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$685 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$404 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$280 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$244 Million0.04% of portfolio