Gradient Investments LLC Dimensional ETF Tr Us Marketwi Transaction History
Gradient Investments LLC
- $3.79 Billion
- Q3 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 9,633 shares of DFUV stock, worth $414,219. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,633
Previous 9,427
2.19%
Holding current value
$414,219
Previous $370,000
8.38%
% of portfolio
0.01%
Previous 0.01%
Shares
5 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