Bwm Planning, LLC Dimensional ETF Tr Us Marketwi Transaction History
Bwm Planning, LLC
- $236 Billion
- Q1 2025
A detailed history of Bwm Planning, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Bwm Planning, LLC holds 67,707 shares of DFUV stock, worth $2.87 Million. This represents 1.18% of its overall portfolio holdings.
Number of Shares
67,707
Previous 67,707
-0.0%
Holding current value
$2.87 Million
Previous $2.77 Billion
0.71%
% of portfolio
1.18%
Previous 1.21%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
736Shares Held
277MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.2MShares$1.45 Billion3.28% of portfolio
-
Envestnet Asset Management Inc31.8MShares$1.34 Billion0.41% of portfolio
-
Savant Capital, LLC16.7MShares$708 Million4.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$611 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.5MShares$446 Million0.73% of portfolio