Ever Source Wealth Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 125,781 shares of DFUV stock, worth $5.14 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
125,781
Previous 125,781
-0.0%
Holding current value
$5.14 Million
Previous $5.24 Million
1.85%
% of portfolio
0.31%
Previous 0.36%
Shares
9 transactions
Others Institutions Holding DFUV
# of Institutions
708Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.39 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.29 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$734 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$590 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$439 Million0.67% of portfolio