Ferguson Wellman Capital Management, Inc Dimensional ETF Tr Us Marketwi Transaction History
Ferguson Wellman Capital Management, Inc
- $5.07 Billion
- Q4 2024
A detailed history of Ferguson Wellman Capital Management, Inc transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Ferguson Wellman Capital Management, Inc holds 27,741 shares of DFUV stock, worth $1.18 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
27,741
Previous 39,390
29.57%
Holding current value
$1.18 Million
Previous $1.64 Million
30.88%
% of portfolio
0.02%
Previous 0.03%
Shares
3 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