Carson Allaria Wealth Management, Ltd. Dimensional ETF Tr Us Marketwi Transaction History
Carson Allaria Wealth Management, Ltd.
- $155 Million
- Q1 2024
A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 150,239 shares of DFUV stock, worth $5.89 Million. This represents 3.95% of its overall portfolio holdings.
Number of Shares
150,239
Previous 120,703
24.47%
Holding current value
$5.89 Million
Previous $4.49 Million
36.78%
% of portfolio
3.95%
Previous 3.25%
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