Bt Wealth Management LLC Dimensional ETF Tr Us Marketwi Transaction History
Bt Wealth Management LLC
- $356 Million
- Q2 2022
A detailed history of Bt Wealth Management LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Bt Wealth Management LLC holds 12,064 shares of DFUV stock, worth $474,718. This represents 0.11% of its overall portfolio holdings.
Number of Shares
12,064
Previous 12,064
-0.0%
Holding current value
$474,718
Previous $379,000
0.53%
% of portfolio
0.11%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
719Shares Held
269MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.24 Billion3.18% of portfolio
-
Envestnet Asset Management Inc30.5MShares$1.2 Billion0.42% of portfolio
-
Savant Capital, LLC17.3MShares$681 Million5.4% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$568 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$423 Million0.67% of portfolio