Delap Wealth Advisory, LLC Dimensional ETF Tr Us Marketwi Transaction History
Delap Wealth Advisory, LLC
- $247 Billion
- Q1 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 $688,542. This represents 0.29% of its overall portfolio holdings.
Number of Shares
17,664
Previous 17,664
-0.0%
Holding current value
$688,542
Previous $657 Million
9.89%
% of portfolio
0.29%
Previous 0.3%
Shares
3 transactions
Others Institutions Holding DFUV
# of Institutions
593Shares Held
242MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$1.01 Billion3.0% of portfolio
-
Envestnet Asset Management Inc24MShares$936 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$646 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$565 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$427 Million0.71% of portfolio