Cyndeo Wealth Partners, LLC Dimensional ETF Tr Us Marketwi Transaction History
Cyndeo Wealth Partners, LLC
- $1.42 Billion
- Q4 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 6,025 shares of DFUV stock, worth $256,725. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,025
Previous 6,050
0.41%
Holding current value
$256,725
Previous $252,000
2.38%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
675Shares Held
274MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.5 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.4 Billion0.46% of portfolio
-
Savant Capital, LLC18MShares$765 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$615 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$464 Million0.65% of portfolio