Midland Wealth Advisors LLC Dimensional ETF Tr Us Marketwi Transaction History
Midland Wealth Advisors LLC
- $1.66 Trillion
- Q4 2024
A detailed history of Midland Wealth Advisors LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Midland Wealth Advisors LLC holds 14,259 shares of DFUV stock, worth $587,613. This represents 0.04% of its overall portfolio holdings.
Number of Shares
14,259
Previous 14,443
1.27%
Holding current value
$587,613
Previous $602 Million
3.1%
% of portfolio
0.04%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding DFUV
# of Institutions
705Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.4 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.3 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$740 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$595 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$443 Million0.67% of portfolio