Assetmark, Inc Dimensional ETF Tr Us Marketwi Transaction History
Assetmark, Inc
- $41.6 Billion
- Q2 2025
A detailed history of Assetmark, Inc transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Assetmark, Inc holds 5,376 shares of DFUV stock, worth $238,425. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,376
Previous 3,300
62.91%
Holding current value
$238,425
Previous $135,000
68.15%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding DFUV
# of Institutions
756Shares Held
278MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO36.1MShares$1.6 Billion3.16% of portfolio
-
Savant Capital, LLC16.4MShares$725 Million4.1% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$640 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL8.25MShares$366 Million0.51% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$339 Million14.27% of portfolio