David Wealth Management LLC Dimensional ETF Tr Us Marketwi Transaction History
David Wealth Management LLC
- $134 Billion
- Q2 2025
A detailed history of David Wealth Management LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, David Wealth Management LLC holds 21,032 shares of DFUV stock, worth $890,494. This represents 0.66% of its overall portfolio holdings.
Number of Shares
21,032
Previous 21,359
1.53%
Holding current value
$890,494
Previous $880 Million
1.03%
% of portfolio
0.66%
Previous 0.74%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
736Shares Held
277MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.2MShares$1.45 Billion3.28% of portfolio
-
Envestnet Asset Management Inc31.8MShares$1.34 Billion0.41% of portfolio
-
Savant Capital, LLC16.7MShares$708 Million4.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$611 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.5MShares$446 Million0.73% of portfolio