Align Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History
Align Wealth Management, LLC
- $118 Billion
- Q4 2022
A detailed history of Align Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Align Wealth Management, LLC holds 16,602 shares of DFUV stock, worth $694,959. This represents 0.42% of its overall portfolio holdings.
Number of Shares
16,602Holding current value
$694,959% of portfolio
0.42%Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
628Shares Held
255MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33MShares$1.38 Billion0.46% of portfolio
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Mercer Global Advisors Inc Denver, CO29MShares$1.21 Billion2.88% of portfolio
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Savant Capital, LLC18.5MShares$775 Million6.58% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$604 Million6.31% of portfolio
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Ci Private Wealth, LLC Miami, FL10.9MShares$458 Million0.76% of portfolio