Gem Asset Management, LLC Dimensional ETF Tr Us Marketwi Transaction History
Gem Asset Management, LLC
- $161 Billion
- Q2 2024
A detailed history of Gem Asset Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Gem Asset Management, LLC holds 123,692 shares of DFUV stock, worth $5.12 Million. This represents 3.02% of its overall portfolio holdings.
Number of Shares
123,692
Previous 123,111
0.47%
Holding current value
$5.12 Million
Previous $4.74 Billion
2.4%
% of portfolio
3.02%
Previous 3.19%
Shares
7 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