Caldwell Sutter Capital, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Caldwell Sutter Capital, Inc.
- $215 Billion
- Q4 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 $111,564. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,700
Previous 2,700
-0.0%
Holding current value
$111,564
Previous $113 Million
1.85%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
704Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.4 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.3 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$742 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$596 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$444 Million0.67% of portfolio