Cfs Investment Advisory Services, LLC Dimensional ETF Tr Us Marketwi Transaction History
Cfs Investment Advisory Services, LLC
- $595 Million
- Q1 2024
A detailed history of Cfs Investment Advisory Services, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 101,352 shares of DFUV stock, worth $3.98 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
101,352
Previous 102,825
1.43%
Holding current value
$3.98 Million
Previous $3.83 Million
8.31%
% of portfolio
0.7%
Previous 0.69%
Shares
8 transactions
Others Institutions Holding DFUV
# of Institutions
591Shares 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$943 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$651 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$570 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$431 Million0.71% of portfolio