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 $300 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
$300 Million
Previous $242 Million
6.57%
% of portfolio
14.27%
Previous 15.22%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
727Shares Held
273MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.2MShares$1.35 Billion3.28% of portfolio
-
Envestnet Asset Management Inc30.5MShares$1.2 Billion0.42% of portfolio
-
Savant Capital, LLC17.3MShares$681 Million5.4% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$568 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.5MShares$414 Million0.73% of portfolio