Badgley Phelps Wealth Managers, LLC Dimensional ETF Tr Us Marketwi Transaction History
Badgley Phelps Wealth Managers, LLC
- $4.21 Billion
- Q4 2024
A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 11,204 shares of DFUV stock, worth $465,190. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,204
Previous 11,512
2.68%
Holding current value
$465,190
Previous $479,000
4.38%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding DFUV
# of Institutions
707Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.41 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.31 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$746 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$599 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$446 Million0.67% of portfolio