En Rich Financial Partners LLC Dimensional ETF Tr Us Marketwi Transaction History
En Rich Financial Partners LLC
- $273 Billion
- Q2 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 142,058 shares of DFUV stock, worth $5.88 Million. This represents 2.05% of its overall portfolio holdings.
Number of Shares
142,058
Previous 142,699
0.45%
Holding current value
$5.88 Million
Previous $5.84 Billion
4.42%
% of portfolio
2.05%
Previous 2.19%
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