Carolinas Wealth Consulting LLC Dimensional ETF Tr Us Marketwi Transaction History
Carolinas Wealth Consulting LLC
- $535 Million
- Q1 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 1,233 shares of DFUV stock, worth $48,382. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,233
Previous 1,229
0.33%
Holding current value
$48,382
Previous $45,000
11.11%
% of portfolio
0.01%
Previous 0.01%
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$942 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$651 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