Arkadios Wealth Advisors Dimensional ETF Tr Us Marketwi Transaction History
Arkadios Wealth Advisors
- $1.71 Billion
- Q4 2024
A detailed history of Arkadios Wealth Advisors transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Arkadios Wealth Advisors holds 211,001 shares of DFUV stock, worth $8.93 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
211,001
Previous 172,240
22.5%
Holding current value
$8.93 Million
Previous $7.18 Million
20.25%
% of portfolio
0.5%
Previous 0.44%
Shares
3 transactions
Others Institutions Holding DFUV
# of Institutions
700Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.43 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.33 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$760 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$610 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$455 Million0.67% of portfolio