Badgley Phelps Wealth Managers, LLC Dimensional ETF Tr Us Marketwi Transaction History
Badgley Phelps Wealth Managers, LLC
- $4 Billion
- Q2 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 11,789 shares of DFUV stock, worth $490,304. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,789
Previous 11,789
-0.0%
Holding current value
$490,304
Previous $482,000
4.15%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DFUV
# of Institutions
617Shares Held
255MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO29MShares$1.2 Billion2.88% of portfolio
-
Envestnet Asset Management Inc27.1MShares$1.13 Billion0.38% of portfolio
-
Savant Capital, LLC18.4MShares$763 Million7.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$600 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$455 Million0.76% of portfolio