Dixon Fnancial Services, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Dixon Fnancial Services, Inc.
- $183 Million
- Q4 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 778,747 shares of DFUV stock, worth $33.4 Million. This represents 17.46% of its overall portfolio holdings.
Number of Shares
778,747
Previous 785,731
0.89%
Holding current value
$33.4 Million
Previous $32.8 Million
2.72%
% of portfolio
17.46%
Previous 17.55%
Shares
11 transactions
Others Institutions Holding DFUV
# of Institutions
657Shares Held
269MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.51 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.42 Billion0.46% of portfolio
-
Savant Capital, LLC18MShares$771 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$619 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$467 Million0.65% of portfolio