Carolinas Wealth Consulting LLC Dimensional ETF Tr Us Marketwi Transaction History
Carolinas Wealth Consulting LLC
- $577 Million
- Q3 2024
A detailed history of Carolinas Wealth Consulting LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 1,244 shares of DFUV stock, worth $53,492. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,244
Previous 1,239
0.4%
Holding current value
$53,492
Previous $48,000
6.25%
% of portfolio
0.01%
Previous 0.01%
Shares
10 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