Evermay Wealth Management LLC Dimensional ETF Tr Us Marketwi Transaction History
Evermay Wealth Management LLC
- $661 Million
- Q1 2024
A detailed history of Evermay Wealth Management LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Evermay Wealth Management LLC holds 2,176 shares of DFUV stock, worth $85,277. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,176
Previous 2,176
-0.0%
Holding current value
$85,277
Previous $80,000
10.0%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
592Shares Held
242MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$1.01 Billion3.0% of portfolio
-
Envestnet Asset Management Inc24MShares$941 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$650 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$569 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$430 Million0.71% of portfolio