Diversified Portfolios, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Diversified Portfolios, Inc.
- $837 Million
- Q3 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 304,492 shares of DFUV stock, worth $13.1 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
304,492
Previous 305,727
0.4%
Holding current value
$13.1 Million
Previous $12 Million
5.74%
% of portfolio
1.52%
Previous 1.4%
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$1.52 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.42 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$796 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$620 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$468 Million0.65% of portfolio