Trifecta Capital Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History
Trifecta Capital Advisors, LLC
- $478 Billion
- Q3 2024
A detailed history of Trifecta Capital Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Trifecta Capital Advisors, LLC holds 2,127 shares of DFUV stock, worth $87,036. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,127
Previous 2,127
-0.0%
Holding current value
$87,036
Previous $83.5 Million
6.16%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.44 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.35 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$758 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$590 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$445 Million0.65% of portfolio