Whalen Wealth Management Inc. Dimensional ETF Tr Transaction History
Whalen Wealth Management Inc.
- $150 Billion
- Q1 2025
A detailed history of Whalen Wealth Management Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 110,675 shares of DFIV stock, worth $4.7 Million. This represents 2.91% of its overall portfolio holdings.
Number of Shares
110,675Holding current value
$4.7 Million% of portfolio
2.91%Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
690Shares Held
226MCall Options Held
1.8KPut Options Held
200-
Envestnet Asset Management Inc20MShares$851 Million0.26% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.1MShares$812 Million1.75% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$475 Million4.47% of portfolio
-
Savant Capital, LLC8.49MShares$361 Million2.53% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.29MShares$310 Million0.15% of portfolio