Bison Wealth, LLC Dimensional ETF Tr Us Marketwi Transaction History
Bison Wealth, LLC
- $579 Million
- Q1 2024
A detailed history of Bison Wealth, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Bison Wealth, LLC holds 6,627 shares of DFUV stock, worth $258,320. This represents 0.05% of its overall portfolio holdings.
Number of Shares
6,627
Previous 6,627
-0.0%
Holding current value
$258,320
Previous $246,000
10.16%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding DFUV
# of Institutions
593Shares 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$936 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$646 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$565 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$427 Million0.71% of portfolio