Strategic Wealth Partners, Ltd. Dimensional ETF Tr Us Marketwi Transaction History
Strategic Wealth Partners, Ltd.
- $1.03 Billion
- Q4 2024
A detailed history of Strategic Wealth Partners, Ltd. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 5,048 shares of DFUV stock, worth $208,583. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,048
Previous 5,048
-0.0%
Holding current value
$208,583
Previous $210,000
1.9%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
704Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.4 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.3 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$742 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$596 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$444 Million0.67% of portfolio