Capital Investment Advisory Services, LLC Dimensional ETF Tr Us Marketwi Transaction History
Capital Investment Advisory Services, LLC
- $988 Million
- Q3 2024
A detailed history of Capital Investment Advisory Services, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Capital Investment Advisory Services, LLC holds 10,815 shares of DFUV stock, worth $465,045. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,815
Previous 11,663
7.27%
Holding current value
$465,045
Previous $458,000
1.75%
% of portfolio
0.05%
Previous 0.05%
Shares
6 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