Bwm Planning, LLC Dimensional ETF Tr Us Marketwi Transaction History
Bwm Planning, LLC
- $336 Billion
- Q3 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 $3.05 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
67,707
Previous 67,707
-0.0%
Holding current value
$3.05 Million
Previous $2.79 Billion
8.44%
% of portfolio
0.9%
Previous 1.18%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
767Shares Held
246MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.72 Billion2.9% of portfolio
-
Savant Capital, LLC16.4MShares$737 Million4.1% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$650 Million6.31% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$344 Million14.27% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.59MShares$297 Million0.47% of portfolio