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 $49.3 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
$49.3 Million
Previous $32.7 Million
9.04%
% of portfolio
16.61%
Previous 1.54%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.44 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.35 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$757 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$590 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$445 Million0.65% of portfolio