Clear Perspectives Financial Planning, LLC Dimensional ETF Tr Us Marketwi Transaction History
Clear Perspectives Financial Planning, LLC
- $178 Million
- Q1 2023
A detailed history of Clear Perspectives Financial Planning, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 15,754 shares of DFUV stock, worth $655,208. This represents 0.3% of its overall portfolio holdings.
Number of Shares
15,754
Previous 15,785
0.2%
Holding current value
$655,208
Previous $528,000
0.19%
% of portfolio
0.3%
Previous 0.28%
Shares
3 transactions
Others Institutions Holding DFUV
# of Institutions
617Shares Held
255MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO29MShares$1.2 Billion2.88% of portfolio
-
Envestnet Asset Management Inc27.1MShares$1.13 Billion0.38% of portfolio
-
Savant Capital, LLC18.4MShares$763 Million7.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$600 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$455 Million0.76% of portfolio