Disciplined Equity Management, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Disciplined Equity Management, Inc.
- $151 Million
- Q1 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 679,318 shares of DFUV stock, worth $26.6 Million. This represents 18.46% of its overall portfolio holdings.
Number of Shares
679,318
Previous 649,765
4.55%
Holding current value
$26.6 Million
Previous $24.2 Million
14.89%
% of portfolio
18.46%
Previous 16.61%
Shares
8 transactions
Others Institutions Holding DFUV
# of Institutions
592Shares 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$941 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$650 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$569 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$430 Million0.71% of portfolio