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 $9.09 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
211,001
Previous 172,240
22.5%
Holding current value
$9.09 Million
Previous $7.18 Million
20.25%
% of portfolio
0.5%
Previous 0.44%
Shares
3 transactions
Others Institutions Holding DFUV
# of Institutions
644Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.52 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.42 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$798 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$622 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$469 Million0.65% of portfolio