Kaufman Rossin Wealth, LLC Dimensional ETF Tr Us Marketwi Transaction History
Kaufman Rossin Wealth, LLC
- $97.2 Billion
- Q4 2024
A detailed history of Kaufman Rossin Wealth, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Kaufman Rossin Wealth, LLC holds 29,562 shares of DFUV stock, worth $1.25 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
29,562Holding current value
$1.25 Million% of portfolio
1.24%Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
700Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.43 Billion0.46% of portfolio
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Mercer Global Advisors Inc Denver, CO31.5MShares$1.33 Billion3.18% of portfolio
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Savant Capital, LLC18MShares$760 Million5.98% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$610 Million6.31% of portfolio
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Ci Private Wealth, LLC Miami, FL10.7MShares$455 Million0.67% of portfolio