Lauer Wealth, LLC Dimensional ETF Tr Us Marketwi Transaction History
Lauer Wealth, LLC
- $127 Billion
- Q2 2024
A detailed history of Lauer Wealth, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Lauer Wealth, LLC holds 7,785 shares of DFUV stock, worth $322,143. This represents 0.24% of its overall portfolio holdings.
Number of Shares
7,785
Previous 20,000
61.08%
Holding current value
$322,143
Previous $797 Million
61.01%
% of portfolio
0.24%
Previous 0.69%
Shares
3 transactions
Others Institutions Holding DFUV
# of Institutions
617Shares Held
255MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO29MShares$1.2 Billion2.88% of portfolio
-
Envestnet Asset Management Inc27.1MShares$1.12 Billion0.38% of portfolio
-
Savant Capital, LLC18.4MShares$759 Million7.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$597 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$453 Million0.76% of portfolio