Cathy Pareto & Associates, Inc Dimensional ETF Tr Us Marketwi Transaction History
Cathy Pareto & Associates, Inc
- $113 Billion
- Q1 2025
A detailed history of Cathy Pareto & Associates, Inc transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Cathy Pareto & Associates, Inc holds 21,616 shares of DFUV stock, worth $846,050. This represents 0.79% of its overall portfolio holdings.
Number of Shares
21,616
Previous 21,608
0.04%
Holding current value
$846,050
Previous $884 Million
0.74%
% of portfolio
0.79%
Previous 0.81%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
710Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.33 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.23 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$703 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$565 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$421 Million0.67% of portfolio