Fonville Wealth Management LLC Dimensional ETF Tr Us Marketwi Transaction History
Fonville Wealth Management LLC
- $289 Billion
- Q3 2024
A detailed history of Fonville Wealth Management LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Fonville Wealth Management LLC holds 57,974 shares of DFUV stock, worth $2.43 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
57,974
Previous 58,873
1.53%
Holding current value
$2.43 Million
Previous $2.31 Billion
4.54%
% of portfolio
0.84%
Previous 0.92%
Shares
4 transactions
Others Institutions Holding DFUV
# of Institutions
628Shares Held
255MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33MShares$1.38 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO29MShares$1.21 Billion2.88% of portfolio
-
Savant Capital, LLC18.5MShares$775 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$604 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$458 Million0.76% of portfolio