West Financial Advisors, LLC Dimensional ETF Tr Transaction History

West Financial Advisors, LLC

$482 Million
Q2 2024

A detailed history of West Financial Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, West Financial Advisors, LLC holds 666 shares of DFIV stock, worth $25,454. This represents 0.0% of its overall portfolio holdings.

Number of Shares

666

Holding current value

$25,454

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 15, 2024	BUY	$35.5 - $38.02 $23,643 - $25,321	666 New	666 $23,000

Others Institutions Holding DFIV

# of Institutions

527

Shares Held

184M

Call Options Held

Put Options Held

Mercer Global Advisors Inc Denver, CO

16.7M
Shares

$639 Million
1.52% of portfolio
Envestnet Asset Management Inc

14.7M
Shares

$560 Million
0.19% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$427 Million
4.47% of portfolio
Savant Capital, LLC

7.26M
Shares

$278 Million
2.57% of portfolio
Northern Trust Corp Chicago, IL

6.7M
Shares

$256 Million
0.04% of portfolio

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About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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West Financial Advisors, LLC Dimensional ETF Tr Transaction History