Colonial Trust CO / Sc Dimensional ETF Tr Us Marketwi Transaction History
Colonial Trust CO / Sc
- $662 Million
- Q4 2024
A detailed history of Colonial Trust CO / Sc transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Colonial Trust CO / Sc holds 9,701 shares of DFUV stock, worth $390,562. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,701
Previous 10,920
11.16%
Holding current value
$390,562
Previous $455,000
12.97%
% of portfolio
0.06%
Previous 0.07%
Shares
6 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