Carlson Capital Management Dimensional ETF Tr Us Marketwi Transaction History
Carlson Capital Management
- $1.26 Billion
- Q1 2024
A detailed history of Carlson Capital Management transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Carlson Capital Management holds 41,504 shares of DFUV stock, worth $1.63 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
41,504
Previous 673,015
93.83%
Holding current value
$1.63 Million
Previous $25 Million
93.23%
% of portfolio
0.14%
Previous 1.29%
Shares
8 transactions
Others Institutions Holding DFUV
# of Institutions
592Shares Held
242MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$1.01 Billion3.0% of portfolio
-
Envestnet Asset Management Inc24MShares$941 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$650 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$569 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$430 Million0.71% of portfolio