Wilbanks Smith & Thomas Asset Management LLC Dimensional ETF Tr Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	BUY	$25.88 - $31.1 $854 - $1,026	33 Added 0.4%	8,335 $253,000
Q3 2022 Oct 31, 2022	BUY	$25.71 - $30.57 $462 - $550	18 Added 0.22%	8,302 $214,000
Q2 2022 Aug 03, 2022	BUY	$28.66 - $33.84 $237,419 - $280,330	8,284 New	8,284 $239,000

Others Institutions Holding DFIV

# of Institutions

559

Shares Held

193M

Call Options Held

Put Options Held

Mercer Global Advisors Inc Denver, CO

19.4M
Shares

$692 Million
1.62% of portfolio
Envestnet Asset Management Inc

18.9M
Shares

$676 Million
0.24% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$399 Million
4.47% of portfolio
Savant Capital, LLC

7.75M
Shares

$277 Million
2.51% of portfolio
Northern Trust Corp Chicago, IL

6.75M
Shares

$241 Million
0.04% of portfolio

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About DIMENSIONAL ETF TR

Ticker DFIV
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