Disciplined Equity Management, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Disciplined Equity Management, Inc.
- $158 Million
- Q3 2024
A detailed history of Disciplined Equity Management, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Disciplined Equity Management, Inc. holds 688,142 shares of DFUV stock, worth $28.7 Million. This represents 18.11% of its overall portfolio holdings.
Number of Shares
688,142
Previous 689,682
0.22%
Holding current value
$28.7 Million
Previous $27.1 Million
5.93%
% of portfolio
18.11%
Previous 17.87%
Shares
10 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.47 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.37 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$772 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$602 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$454 Million0.65% of portfolio