Dowling & Yahnke LLC Dimensional ETF Tr Us Marketwi Transaction History
Dowling & Yahnke LLC
- $215 Million
- Q3 2022
A detailed history of Dowling & Yahnke LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Dowling & Yahnke LLC holds 1,204,826 shares of DFUV stock, worth $54.2 Million. This represents 16.61% of its overall portfolio holdings.
Number of Shares
1,204,826
Previous 1,035,379
16.37%
Holding current value
$54.2 Million
Previous $32.7 Million
9.04%
% of portfolio
16.61%
Previous 1.54%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
743Shares Held
277MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO36.1MShares$1.63 Billion3.16% of portfolio
-
Envestnet Asset Management Inc31.8MShares$1.43 Billion0.41% of portfolio
-
Savant Capital, LLC16.7MShares$753 Million4.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$650 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL8.25MShares$372 Million0.51% of portfolio