Francis Financial, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Francis Financial, Inc.
- $344 Million
- Q3 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 54,634 shares of DFUV stock, worth $2.36 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
54,634
Previous 56,881
3.95%
Holding current value
$2.36 Million
Previous $2.23 Million
1.97%
% of portfolio
0.66%
Previous 0.74%
Shares
10 transactions
Others Institutions Holding DFUV
# of Institutions
656Shares Held
269MCall 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, LLC18MShares$774 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$622 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$469 Million0.65% of portfolio