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
- $4.37 Billion
- Q2 2025
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 2,730,157 shares of DFUV stock, worth $119 Million. This represents 2.64% of its overall portfolio holdings.
Number of Shares
2,730,157
Previous 2,762,034
1.15%
Holding current value
$119 Million
Previous $114 Million
1.41%
% of portfolio
2.64%
Previous 2.96%
Shares
13 transactions
Others Institutions Holding DFUV
# of Institutions
739Shares Held
276MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.2MShares$1.49 Billion3.28% of portfolio
-
Envestnet Asset Management Inc30.5MShares$1.33 Billion0.42% of portfolio
-
Savant Capital, LLC17.3MShares$752 Million5.4% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$628 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.5MShares$458 Million0.73% of portfolio