Leo Wealth, LLC Dimensional ETF Tr Us Marketwi Transaction History
Leo Wealth, LLC
- $1.12 Trillion
- Q4 2024
A detailed history of Leo Wealth, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Leo Wealth, LLC holds 14,526 shares of DFUV stock, worth $584,816. This represents 0.05% of its overall portfolio holdings.
Number of Shares
14,526
Previous 15,362
5.44%
Holding current value
$584,816
Previous $640 Million
7.19%
% of portfolio
0.05%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding DFUV
# of Institutions
704Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.36 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.27 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$723 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$581 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$433 Million0.67% of portfolio