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 $49.4 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
$49.4 Million
Previous $32.7 Million
9.04%
% of portfolio
16.61%
Previous 1.54%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
730Shares Held
274MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.2MShares$1.4 Billion3.28% of portfolio
-
Envestnet Asset Management Inc30.5MShares$1.25 Billion0.42% of portfolio
-
Savant Capital, LLC17.3MShares$709 Million5.4% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$591 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.5MShares$432 Million0.73% of portfolio