Compass Wealth Management, Llc/Ga Dimensional ETF Tr Us Marketwi Transaction History
Compass Wealth Management, Llc/Ga
- $187 Billion
- Q2 2025
A detailed history of Compass Wealth Management, Llc/Ga transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Compass Wealth Management, Llc/Ga holds 10,116 shares of DFUV stock, worth $448,644. This represents 0.23% of its overall portfolio holdings.
Number of Shares
10,116Holding current value
$448,644% of portfolio
0.23%Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
755Shares Held
246MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO36.1MShares$1.6 Billion3.16% of portfolio
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Savant Capital, LLC16.4MShares$725 Million4.1% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$640 Million6.31% of portfolio
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Ci Private Wealth, LLC Miami, FL8.25MShares$366 Million0.51% of portfolio
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Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$339 Million14.27% of portfolio