Benchmark Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History
Benchmark Wealth Management, LLC
- $224 Million
- Q2 2025
A detailed history of Benchmark Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 22,530 shares of DFUV stock, worth $1 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
22,530
Previous 16,947
32.94%
Holding current value
$1 Million
Previous $692,000
37.57%
% of portfolio
0.43%
Previous 0.34%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
750Shares Held
277MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO36.1MShares$1.61 Billion3.16% of portfolio
-
Envestnet Asset Management Inc31.8MShares$1.42 Billion0.41% of portfolio
-
Savant Capital, LLC16.7MShares$745 Million4.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$643 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL8.25MShares$368 Million0.51% of portfolio