Poinciana Advisors Group, LLC Dimensional ETF Tr Us Marketwi Transaction History
Poinciana Advisors Group, LLC
- $98.7 Billion
- Q4 2024
A detailed history of Poinciana Advisors Group, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Poinciana Advisors Group, LLC holds 54,557 shares of DFUV stock, worth $2.32 Million. This represents 2.26% of its overall portfolio holdings.
Number of Shares
54,557Holding current value
$2.32 Million% of portfolio
2.26%Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
679Shares Held
275MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.5 Billion3.22% of portfolio
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Envestnet Asset Management Inc33MShares$1.4 Billion0.46% of portfolio
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Savant Capital, LLC18MShares$765 Million5.98% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$615 Million6.31% of portfolio
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Ci Private Wealth, LLC Miami, FL10.7MShares$458 Million0.67% of portfolio