Colorado Capital Management, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Colorado Capital Management, Inc.
- $173 Million
- Q1 2024
A detailed history of Colorado Capital Management, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Colorado Capital Management, Inc. holds 182,918 shares of DFUV stock, worth $7.13 Million. This represents 4.33% of its overall portfolio holdings.
Number of Shares
182,918
Previous 179,877
1.69%
Holding current value
$7.13 Million
Previous $6.7 Million
11.74%
% of portfolio
4.33%
Previous 4.39%
Shares
8 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