Caldwell Trust CO Dimensional ETF Tr Us Marketwi Transaction History
Caldwell Trust CO
- $1.07 Trillion
- Q3 2025
A detailed history of Caldwell Trust CO transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Caldwell Trust CO holds 7,089 shares of DFUV stock, worth $314,397. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,089
Previous 7,089
-0.0%
Holding current value
$314,397
Previous $300 Million
5.7%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
755Shares Held
246MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO36.1MShares$1.6 Billion3.16% of portfolio
-
Savant Capital, LLC16.4MShares$725 Million4.1% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$640 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL8.25MShares$366 Million0.51% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$339 Million14.27% of portfolio