Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Dimensional ETF Tr Us Marketwi Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.65 Billion
- Q4 2024
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 2,635,288 shares of DFUV stock, worth $110 Million. This represents 2.96% of its overall portfolio holdings.
Number of Shares
2,635,288
Previous 2,474,894
6.48%
Holding current value
$110 Million
Previous $103 Million
4.51%
% of portfolio
2.96%
Previous 2.91%
Shares
11 transactions
Others Institutions Holding DFUV
# of Institutions
708Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.41 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.31 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$750 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$602 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$448 Million0.67% of portfolio