Valued Wealth Advisors LLC Dimensional ETF Tr Us Marketwi Transaction History
Valued Wealth Advisors LLC
- $154 Billion
- Q3 2024
A detailed history of Valued Wealth Advisors LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 46,623 shares of DFUV stock, worth $2 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
46,623
Previous 46,422
0.43%
Holding current value
$2 Million
Previous $1.82 Billion
6.62%
% of portfolio
1.26%
Previous 1.25%
Shares
4 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.52 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.42 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$796 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$620 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$468 Million0.65% of portfolio