Accredited Investor Services, LLC Dimensional ETF Tr Us Marketwi Transaction History
Accredited Investor Services, LLC
- $120 Billion
- Q1 2025
A detailed history of Accredited Investor Services, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Accredited Investor Services, LLC holds 20,573 shares of DFUV stock, worth $859,951. This represents 0.71% of its overall portfolio holdings.
Number of Shares
20,573
Previous 20,253
1.58%
Holding current value
$859,951
Previous $829 Million
2.3%
% of portfolio
0.71%
Previous 0.66%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
731Shares Held
274MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.2MShares$1.43 Billion3.28% of portfolio
-
Envestnet Asset Management Inc30.5MShares$1.27 Billion0.42% of portfolio
-
Savant Capital, LLC17.3MShares$723 Million5.4% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$603 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.5MShares$440 Million0.73% of portfolio