Gradient Investments LLC Dimensional ETF Tr Us Marketwi Transaction History
Gradient Investments LLC
- $3.55 Billion
- Q1 2024
A detailed history of Gradient Investments LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Gradient Investments LLC holds 9,427 shares of DFUV stock, worth $369,915. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,427
Previous 9,483
0.59%
Holding current value
$369,915
Previous $352,000
9.38%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding DFUV
# of Institutions
592Shares 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$942 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$651 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$569 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$430 Million0.71% of portfolio