Cathy Pareto & Associates, Inc Dimensional ETF Tr Us Marketwi Transaction History
Cathy Pareto & Associates, Inc
- $121 Billion
- Q2 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 17,056 shares of DFUV stock, worth $725,903. This represents 0.6% of its overall portfolio holdings.
Number of Shares
17,056
Previous 21,616
21.1%
Holding current value
$725,903
Previous $891 Million
19.05%
% of portfolio
0.6%
Previous 0.79%
Shares
3 transactions
Others Institutions Holding DFUV
# of Institutions
735Shares Held
277MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.2MShares$1.46 Billion3.28% of portfolio
-
Envestnet Asset Management Inc31.8MShares$1.35 Billion0.41% of portfolio
-
Savant Capital, LLC16.7MShares$711 Million4.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$614 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.5MShares$448 Million0.73% of portfolio