Evensky & Katz LLC Dimensional ETF Tr Us Marketwi Transaction History
Evensky & Katz LLC
- $1.44 Billion
- Q2 2024
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 123,160 shares of DFUV stock, worth $5.11 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
123,160
Previous 123,299
0.11%
Holding current value
$5.11 Million
Previous $5.04 Million
4.1%
% of portfolio
0.34%
Previous 0.36%
Shares
8 transactions
Others Institutions Holding DFUV
# of Institutions
617Shares Held
255MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO29MShares$1.2 Billion2.88% of portfolio
-
Envestnet Asset Management Inc27.1MShares$1.13 Billion0.38% of portfolio
-
Savant Capital, LLC18.4MShares$762 Million7.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$599 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$454 Million0.76% of portfolio