Squire Investment Management Company, LLC Dimensional ETF Tr Us Marketwi Transaction History
Squire Investment Management Company, LLC
- $176 Billion
- Q2 2024
A detailed history of Squire Investment Management Company, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Squire Investment Management Company, LLC holds 249,799 shares of DFUV stock, worth $10.4 Million. This represents 5.56% of its overall portfolio holdings.
Number of Shares
249,799
Previous 241,215
3.56%
Holding current value
$10.4 Million
Previous $9.87 Billion
0.57%
% of portfolio
5.56%
Previous 6.22%
Shares
3 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$1.13 Billion0.38% of portfolio
-
Savant Capital, LLC18.4MShares$763 Million7.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$599 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$455 Million0.76% of portfolio