Allegiance Financial Group Advisory Services LLC Dimensional ETF Tr Us Marketwi Transaction History
Allegiance Financial Group Advisory Services LLC
- $244 Billion
- Q1 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 22,093 shares of DFUV stock, worth $861,185. This represents 0.37% of its overall portfolio holdings.
Number of Shares
22,093
Previous 22,086
0.03%
Holding current value
$861,185
Previous $822 Million
9.92%
% of portfolio
0.37%
Previous 0.39%
Shares
6 transactions
Others Institutions Holding DFUV
# of Institutions
593Shares 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$936 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$646 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$565 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$427 Million0.71% of portfolio