Asset Planning Corporation Dimensional ETF Tr Us Marketwi Transaction History
Asset Planning Corporation
- $159 Million
- Q4 2024
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 34,481 shares of DFUV stock, worth $1.49 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
34,481
Previous 34,863
1.1%
Holding current value
$1.49 Million
Previous $1.45 Million
2.96%
% of portfolio
0.89%
Previous 0.95%
Shares
11 transactions
Others Institutions Holding DFUV
# of Institutions
699Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.47 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.36 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$778 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$625 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$465 Million0.67% of portfolio