Squire Investment Management Company, LLC Dimensional ETF Tr Us Marketwi Transaction History
Squire Investment Management Company, LLC
- $210 Billion
- Q3 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 265,974 shares of DFUV stock, worth $10.9 Million. This represents 5.27% of its overall portfolio holdings.
Number of Shares
265,974
Previous 249,799
6.48%
Holding current value
$10.9 Million
Previous $9.81 Billion
13.04%
% of portfolio
5.27%
Previous 5.56%
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$1.44 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.35 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$756 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$589 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$444 Million0.65% of portfolio