Carnegie Capital Asset Management, LLC Dimensional ETF Tr Us Marketwi Transaction History
Carnegie Capital Asset Management, LLC
- $5.06 Billion
- Q3 2025
A detailed history of Carnegie Capital Asset Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Carnegie Capital Asset Management, LLC holds 4,764 shares of DFUV stock, worth $211,283. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,764
Previous 4,764
-0.0%
Holding current value
$211,283
Previous $201,000
5.47%
% of portfolio
0.0%
Previous 0.0%
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