Caldwell Sutter Capital, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Caldwell Sutter Capital, Inc.
- $215 Billion
- Q3 2024
A detailed history of Caldwell Sutter Capital, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Caldwell Sutter Capital, Inc. holds 2,700 shares of DFUV stock, worth $116,100. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,700
Previous 2,700
-0.0%
Holding current value
$116,100
Previous $106 Million
6.16%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.52 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.42 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$796 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$620 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$468 Million0.65% of portfolio