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 $98,941. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,239
Previous 2,239
-0.0%
Holding current value
$98,941
Previous $74,000
4.05%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
641Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.56 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.46 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$818 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$638 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$481 Million0.65% of portfolio