Advisory Services & Investments, LLC Dimensional ETF Tr Us Marketwi Transaction History
Advisory Services & Investments, LLC
- $132 Million
- Q1 2024
A detailed history of Advisory Services & Investments, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Advisory Services & Investments, LLC holds 264,440 shares of DFUV stock, worth $10.4 Million. This represents 8.2% of its overall portfolio holdings.
Number of Shares
264,440
Previous 276,929
4.51%
Holding current value
$10.4 Million
Previous $10.3 Million
4.93%
% of portfolio
8.2%
Previous 8.14%
Shares
8 transactions
Others Institutions Holding DFUV
# of Institutions
592Shares Held
242MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$1.01 Billion3.0% of portfolio
-
Envestnet Asset Management Inc24MShares$941 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$650 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$569 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$430 Million0.71% of portfolio