Diversified Portfolios, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Diversified Portfolios, Inc.
- $699 Million
- Q1 2024
A detailed history of Diversified Portfolios, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Diversified Portfolios, Inc. holds 305,829 shares of DFUV stock, worth $12 Million. This represents 1.79% of its overall portfolio holdings.
Number of Shares
305,829
Previous 308,443
0.85%
Holding current value
$12 Million
Previous $11.5 Million
8.95%
% of portfolio
1.79%
Previous 1.82%
Shares
8 transactions
Others Institutions Holding DFUV
# of Institutions
591Shares 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$943 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$651 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$570 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$431 Million0.71% of portfolio