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 $947,281. This represents 0.66% of its overall portfolio holdings.
Number of Shares
21,032
Previous 21,359
1.53%
Holding current value
$947,281
Previous $880 Million
1.03%
% of portfolio
0.66%
Previous 0.74%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
767Shares Held
246MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.72 Billion2.9% of portfolio
-
Savant Capital, LLC16.4MShares$737 Million4.1% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$650 Million6.31% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$344 Million14.27% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.59MShares$297 Million0.47% of portfolio