Center For Financial Planning, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Center For Financial Planning, Inc.
- $748 Million
- Q4 2024
A detailed history of Center For Financial Planning, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 13,216 shares of DFUV stock, worth $559,301. This represents 0.07% of its overall portfolio holdings.
Number of Shares
13,216
Previous 13,216
-0.0%
Holding current value
$559,301
Previous $550,000
1.82%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
700Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.43 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.33 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$760 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$611 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$455 Million0.67% of portfolio