Compass Wealth Management LLC Dimensional ETF Tr Us Marketwi Transaction History
Compass Wealth Management LLC
- $420 Billion
- Q2 2025
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
735Shares Held
277MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.2MShares$1.46 Billion3.28% of portfolio
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Envestnet Asset Management Inc31.8MShares$1.35 Billion0.41% of portfolio
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Savant Capital, LLC16.7MShares$711 Million4.61% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$614 Million6.31% of portfolio
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Ci Private Wealth, LLC Miami, FL10.5MShares$448 Million0.73% of portfolio