Carlson Capital Management Dimensional ETF Tr Us Marketwi Transaction History
Carlson Capital Management
- $1.26 Billion
- Q2 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 40,597 shares of DFUV stock, worth $1.69 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
40,597
Previous 41,504
2.19%
Holding current value
$1.69 Million
Previous $1.7 Million
6.07%
% of portfolio
0.13%
Previous 0.14%
Shares
9 transactions
Others Institutions Holding DFUV
# of Institutions
617Shares Held
255MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO29MShares$1.2 Billion2.88% of portfolio
-
Envestnet Asset Management Inc27.1MShares$1.13 Billion0.38% of portfolio
-
Savant Capital, LLC18.4MShares$763 Million7.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$600 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$455 Million0.76% of portfolio