Cyndeo Wealth Partners, LLC Dimensional ETF Tr Us Marketwi Transaction History
Cyndeo Wealth Partners, LLC
- $1.4 Billion
- Q3 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 6,050 shares of DFUV stock, worth $261,723. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,050Holding current value
$261,723% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.53 Billion3.22% of portfolio
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Envestnet Asset Management Inc33MShares$1.43 Billion0.46% of portfolio
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Savant Capital, LLC18.5MShares$801 Million6.58% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$624 Million6.31% of portfolio
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Ci Private Wealth, LLC Miami, FL10.9MShares$471 Million0.65% of portfolio