Dixon Fnancial Services, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Dixon Fnancial Services, Inc.
- $179 Million
- Q1 2024
A detailed history of Dixon Fnancial Services, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Dixon Fnancial Services, Inc. holds 796,371 shares of DFUV stock, worth $31 Million. This represents 18.19% of its overall portfolio holdings.
Number of Shares
796,371
Previous 803,711
0.91%
Holding current value
$31 Million
Previous $29.9 Million
8.88%
% of portfolio
18.19%
Previous 18.41%
Shares
8 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