Balasa Dinverno & Foltz LLC Dimensional ETF Tr Us Marketwi Transaction History
Balasa Dinverno & Foltz LLC
- $1.58 Billion
- Q3 2022
A detailed history of Balasa Dinverno & Foltz LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Balasa Dinverno & Foltz LLC holds 7,636,123 shares of DFUV stock, worth $312 Million. This represents 14.27% of its overall portfolio holdings.
Number of Shares
7,636,123
Previous 7,658,446
0.29%
Holding current value
$312 Million
Previous $242 Million
6.57%
% of portfolio
14.27%
Previous 15.22%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.44 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.35 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$757 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$590 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$445 Million0.65% of portfolio