Financial Advisory Service, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Financial Advisory Service, Inc.
- $1.18 Billion
- Q3 2024
A detailed history of Financial Advisory Service, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Financial Advisory Service, Inc. holds 28,554 shares of DFUV stock, worth $1.23 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
28,554
Previous 28,439
0.4%
Holding current value
$1.23 Million
Previous $1.12 Million
6.63%
% of portfolio
0.1%
Previous 0.1%
Shares
10 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.52 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.42 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$796 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$620 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$468 Million0.65% of portfolio