West Financial Advisors, LLC Dimensional ETF Tr Transaction History
West Financial Advisors, LLC
- $518 Million
- Q3 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 $23,216. This represents 0.0% of its overall portfolio holdings.
Number of Shares
666
Previous 666
-0.0%
Holding current value
$23,216
Previous $23,000
8.7%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
559Shares Held
193MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$676 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$660 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$389 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$270 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$235 Million0.04% of portfolio