Evensky & Katz LLC Dimensional ETF Tr Us Marketwi Transaction History
Evensky & Katz LLC
- $1.64 Billion
- Q2 2025
A detailed history of Evensky & Katz LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Evensky & Katz LLC holds 117,279 shares of DFUV stock, worth $5.1 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
117,279
Previous 119,710
2.03%
Holding current value
$5.1 Million
Previous $4.93 Million
0.53%
% of portfolio
0.3%
Previous 0.33%
Shares
12 transactions
Others Institutions Holding DFUV
# of Institutions
737Shares Held
277MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.2MShares$1.49 Billion3.28% of portfolio
-
Envestnet Asset Management Inc31.8MShares$1.38 Billion0.41% of portfolio
-
Savant Capital, LLC16.7MShares$726 Million4.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$627 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.5MShares$458 Million0.73% of portfolio