Gerber Kawasaki Wealth & Investment Management Dimensional ETF Tr Us Marketwi Transaction History
Gerber Kawasaki Wealth & Investment Management
- $1.83 Billion
- Q1 2024
A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 8,551 shares of DFUV stock, worth $333,317. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,551
Previous 8,551
-0.0%
Holding current value
$333,317
Previous $318,000
9.75%
% of portfolio
0.02%
Previous 0.02%
Shares
1 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