Global Retirement Partners, LLC Dimensional ETF Tr Us Marketwi Transaction History
Global Retirement Partners, LLC
- $2.65 Billion
- Q1 2024
A detailed history of Global Retirement Partners, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Global Retirement Partners, LLC holds 41,931 shares of DFUV stock, worth $1.63 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
41,931
Previous 40,976
2.33%
Holding current value
$1.63 Million
Previous $1.53 Million
12.39%
% of portfolio
0.06%
Previous 0.06%
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