David Wealth Management LLC Dimensional ETF Tr Us Marketwi Transaction History
David Wealth Management LLC
- $120 Billion
- Q1 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 21,359 shares of DFUV stock, worth $840,476. This represents 0.74% of its overall portfolio holdings.
Number of Shares
21,359
Previous 21,359
-0.0%
Holding current value
$840,476
Previous $874 Million
0.71%
% of portfolio
0.74%
Previous 0.72%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
720Shares Held
271MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.24 Billion3.18% of portfolio
-
Envestnet Asset Management Inc30.5MShares$1.2 Billion0.42% of portfolio
-
Savant Capital, LLC18MShares$707 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$568 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$423 Million0.67% of portfolio