Bayshore Asset Management, LLC Dimensional ETF Tr Us Marketwi Transaction History
Bayshore Asset Management, LLC
- $201 Million
- Q1 2024
A detailed history of Bayshore Asset Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Bayshore Asset Management, LLC holds 546,666 shares of DFUV stock, worth $21.4 Million. This represents 11.11% of its overall portfolio holdings.
Number of Shares
546,666
Previous 555,339
1.56%
Holding current value
$21.4 Million
Previous $20.7 Million
8.17%
% of portfolio
11.11%
Previous 11.08%
Shares
8 transactions
Others Institutions Holding DFUV
# of Institutions
592Shares Held
242MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$1.01 Billion3.0% of portfolio
-
Envestnet Asset Management Inc24MShares$941 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$650 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$569 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$430 Million0.71% of portfolio