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
- $3.85 Billion
- Q1 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 2,762,034 shares of DFUV stock, worth $119 Million. This represents 2.96% of its overall portfolio holdings.
Number of Shares
2,762,034
Previous 2,635,288
4.81%
Holding current value
$119 Million
Previous $108 Million
5.55%
% of portfolio
2.96%
Previous 2.96%
Shares
12 transactions
Others Institutions Holding DFUV
# of Institutions
730Shares Held
274MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.2MShares$1.48 Billion3.28% of portfolio
-
Envestnet Asset Management Inc30.5MShares$1.32 Billion0.42% of portfolio
-
Savant Capital, LLC17.3MShares$747 Million5.4% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$623 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.5MShares$455 Million0.73% of portfolio