En Rich Financial Partners LLC Dimensional ETF Tr Us Marketwi Transaction History
En Rich Financial Partners LLC
- $300 Billion
- Q4 2024
A detailed history of En Rich Financial Partners LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, En Rich Financial Partners LLC holds 140,768 shares of DFUV stock, worth $5.78 Million. This represents 1.92% of its overall portfolio holdings.
Number of Shares
140,768
Previous 141,855
0.77%
Holding current value
$5.78 Million
Previous $5.91 Billion
2.6%
% of portfolio
1.92%
Previous 1.98%
Shares
5 transactions
Others Institutions Holding DFUV
# of Institutions
701Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.39 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.29 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$737 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$592 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$441 Million0.67% of portfolio