Delap Wealth Advisory, LLC Dimensional ETF Tr Us Marketwi Transaction History
Delap Wealth Advisory, LLC
- $167 Billion
- Q4 2024
A detailed history of Delap Wealth Advisory, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 17,664 shares of DFUV stock, worth $753,016. This represents 0.43% of its overall portfolio holdings.
Number of Shares
17,664
Previous 17,664
-0.0%
Holding current value
$753,016
Previous $736 Million
1.85%
% of portfolio
0.43%
Previous 0.47%
Shares
5 transactions
Others Institutions Holding DFUV
# of Institutions
701Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.44 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.34 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$766 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$615 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$458 Million0.67% of portfolio