Allegiance Financial Group Advisory Services LLC Dimensional ETF Tr Us Marketwi Transaction History
Allegiance Financial Group Advisory Services LLC
- $309 Billion
- Q4 2024
A detailed history of Allegiance Financial Group Advisory Services LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Allegiance Financial Group Advisory Services LLC holds 23,008 shares of DFUV stock, worth $967,486. This represents 0.3% of its overall portfolio holdings.
Number of Shares
23,008
Previous 23,221
0.92%
Holding current value
$967,486
Previous $968 Million
2.75%
% of portfolio
0.3%
Previous 0.34%
Shares
9 transactions
Others Institutions Holding DFUV
# of Institutions
702Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.42 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.32 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$755 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$607 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$452 Million0.67% of portfolio