Colorado Capital Management, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Colorado Capital Management, Inc.
- $206 Million
- Q4 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 160,993 shares of DFUV stock, worth $6.88 Million. This represents 3.19% of its overall portfolio holdings.
Number of Shares
160,993
Previous 177,091
9.09%
Holding current value
$6.88 Million
Previous $7.38 Million
10.77%
% of portfolio
3.19%
Previous 3.65%
Shares
11 transactions
Others Institutions Holding DFUV
# of Institutions
657Shares Held
269MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.51 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.41 Billion0.46% of portfolio
-
Savant Capital, LLC18MShares$767 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$617 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$465 Million0.65% of portfolio