Francis Financial, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Francis Financial, Inc.
- $286 Million
- Q1 2024
A detailed history of Francis Financial, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Francis Financial, Inc. holds 62,272 shares of DFUV stock, worth $2.43 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
62,272
Previous 69,395
10.26%
Holding current value
$2.43 Million
Previous $2.58 Million
1.39%
% of portfolio
0.89%
Previous 1.21%
Shares
8 transactions
Others Institutions Holding DFUV
# of Institutions
593Shares 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$936 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$646 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$565 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$427 Million0.71% of portfolio