Exencial Wealth Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History
Exencial Wealth Advisors, LLC
- $2.66 Billion
- Q4 2024
A detailed history of Exencial Wealth Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 173,992 shares of DFUV stock, worth $7.42 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
173,992
Previous 178,930
2.76%
Holding current value
$7.42 Million
Previous $7.46 Million
4.56%
% of portfolio
0.27%
Previous 0.27%
Shares
11 transactions
Others Institutions Holding DFUV
# of Institutions
701Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.44 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.34 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$766 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$615 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$458 Million0.67% of portfolio