Bergan Kdv Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 2,239 shares of DFUV stock, worth $93,120. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,239
Previous 2,239
-0.0%
Holding current value
$93,120
Previous $74,000
4.05%
% of portfolio
0.01%
Previous 0.01%
Shares
1 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