Angeles Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History
Angeles Wealth Management, LLC
- $1.45 Billion
- Q2 2025
A detailed history of Angeles Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 29,648 shares of DFUV stock, worth $1.32 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
29,648
Previous 34,298
13.56%
Holding current value
$1.32 Million
Previous $1.41 Million
11.32%
% of portfolio
0.09%
Previous 0.12%
Shares
8 transactions
Others Institutions Holding DFUV
# of Institutions
741Shares Held
279MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO36.1MShares$1.61 Billion3.16% of portfolio
-
Envestnet Asset Management Inc31.8MShares$1.42 Billion0.41% of portfolio
-
Savant Capital, LLC16.7MShares$747 Million4.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$644 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.1MShares$453 Million0.56% of portfolio