Coston, Mc Isaac & Partners Dimensional ETF Tr Us Marketwi Transaction History
Coston, Mc Isaac & Partners
- $259 Million
- Q1 2024
A detailed history of Coston, Mc Isaac & Partners transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Coston, Mc Isaac & Partners holds 1,407 shares of DFUV stock, worth $55,140. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,407
Previous 1,402
0.36%
Holding current value
$55,140
Previous $52,000
9.62%
% of portfolio
0.02%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding DFUV
# of Institutions
592Shares 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$941 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$650 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$569 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$430 Million0.71% of portfolio