Compass Wealth Management LLC Dimensional ETF Tr Us Marketwi Transaction History
Compass Wealth Management LLC
- $392 Billion
- Q1 2025
A detailed history of Compass Wealth Management LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Compass Wealth Management LLC holds 1,734 shares of DFUV stock, worth $68,232. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,734Holding current value
$68,232% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
716Shares Held
270MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.24 Billion3.18% of portfolio
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Envestnet Asset Management Inc30.5MShares$1.2 Billion0.42% of portfolio
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Savant Capital, LLC18MShares$707 Million5.98% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$568 Million6.31% of portfolio
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Ci Private Wealth, LLC Miami, FL10.7MShares$423 Million0.67% of portfolio