Fort Point Capital Partners LLC Dimensional ETF Tr Us Marketwi Transaction History
Fort Point Capital Partners LLC
- $749 Million
- Q1 2024
A detailed history of Fort Point Capital Partners LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Fort Point Capital Partners LLC holds 23,400 shares of DFUV stock, worth $918,918. This represents 0.13% of its overall portfolio holdings.
Number of Shares
23,400
Previous 23,900
2.09%
Holding current value
$918,918
Previous $889,000
7.65%
% of portfolio
0.13%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding DFUV
# of Institutions
591Shares Held
242MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$1.01 Billion3.0% of portfolio
-
Envestnet Asset Management Inc24MShares$943 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$651 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$570 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$431 Million0.71% of portfolio