Gradient Investments LLC Dimensional ETF Tr Us Marketwi Transaction History
Gradient Investments LLC
- $4.41 Billion
- Q2 2025
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 $404,795. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,427
Previous 9,427
-0.0%
Holding current value
$404,795
Previous $385,000
3.38%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding DFUV
# of Institutions
736Shares Held
276MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.2MShares$1.47 Billion3.28% of portfolio
-
Envestnet Asset Management Inc30.5MShares$1.31 Billion0.42% of portfolio
-
Savant Capital, LLC17.3MShares$743 Million5.4% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$620 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.5MShares$452 Million0.73% of portfolio