Kiely Wealth Advisory Group, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Kiely Wealth Advisory Group, Inc.
- $155 Billion
- Q4 2024
A detailed history of Kiely Wealth Advisory Group, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Kiely Wealth Advisory Group, Inc. holds 11,150 shares of DFUV stock, worth $438,752. This represents 0.31% of its overall portfolio holdings.
Number of Shares
11,150
Previous 6,965
60.09%
Holding current value
$438,752
Previous $304 Million
56.6%
% of portfolio
0.31%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
720Shares Held
271MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.24 Billion3.18% of portfolio
-
Envestnet Asset Management Inc30.5MShares$1.2 Billion0.42% of portfolio
-
Savant Capital, LLC18MShares$707 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$568 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$423 Million0.67% of portfolio