Center For Financial Planning, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Center For Financial Planning, Inc.
- $669 Million
- Q1 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 $515,159. This represents 0.08% of its overall portfolio holdings.
Number of Shares
13,216
Previous 13,216
-0.0%
Holding current value
$515,159
Previous $491,000
9.98%
% of portfolio
0.08%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
593Shares 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$936 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$646 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$565 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$427 Million0.71% of portfolio