Gerber Kawasaki Wealth & Investment Management Dimensional ETF Tr Us Marketwi Transaction History
Gerber Kawasaki Wealth & Investment Management
- $2.16 Billion
- Q3 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 8,554 shares of DFUV stock, worth $367,822. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,554
Previous 8,551
0.04%
Holding current value
$367,822
Previous $335,000
6.27%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall 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, LLC18.5MShares$796 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$620 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$468 Million0.65% of portfolio