Asset Planning Corporation Dimensional ETF Tr Us Marketwi Transaction History
Asset Planning Corporation
- $187 Million
- Q2 2025
A detailed history of Asset Planning Corporation transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Asset Planning Corporation holds 29,156 shares of DFUV stock, worth $1.23 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
29,156
Previous 33,697
13.48%
Holding current value
$1.23 Million
Previous $1.39 Million
11.24%
% of portfolio
0.66%
Previous 0.82%
Shares
13 transactions
Others Institutions Holding DFUV
# of Institutions
736Shares Held
277MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.2MShares$1.45 Billion3.28% of portfolio
-
Envestnet Asset Management Inc31.8MShares$1.34 Billion0.41% of portfolio
-
Savant Capital, LLC16.7MShares$708 Million4.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$611 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.5MShares$446 Million0.73% of portfolio