Lauer Wealth, LLC Dimensional ETF Tr Us Marketwi Transaction History
Lauer Wealth, LLC
- $150 Billion
- Q4 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 11,150 shares of DFUV stock, worth $468,857. This represents 0.3% of its overall portfolio holdings.
Number of Shares
11,150
Previous 10,650
4.69%
Holding current value
$468,857
Previous $447 Million
2.17%
% of portfolio
0.3%
Previous 0.34%
Shares
5 transactions
Others Institutions Holding DFUV
# of Institutions
701Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.42 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.32 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$755 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$607 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$452 Million0.67% of portfolio