Bwm Planning, LLC Dimensional ETF Tr Us Marketwi Transaction History

Bwm Planning, LLC

$225 Billion
Q3 2024

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 $2.91 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares

67,707

Holding current value

$2.91 Million

% of portfolio

1.25%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 09, 2024	BUY	$38.51 - $41.69 $2.61 Million - $2.82 Million	67,707 New	67,707 $2.82 Billion

Others Institutions Holding DFUV

# of Institutions

640

Shares Held

267M

Call Options Held

300

Put Options Held

Mercer Global Advisors Inc Denver, CO

35.3M
Shares

$1.52 Billion
3.22% of portfolio
Envestnet Asset Management Inc

33M
Shares

$1.42 Billion
0.46% of portfolio
Savant Capital, LLC

18.5M
Shares

$796 Million
6.58% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

14.4M
Shares

$620 Million
6.31% of portfolio
Ci Private Wealth, LLC Miami, FL

10.9M
Shares

$468 Million
0.65% of portfolio

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

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