Grey Fox Wealth Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History
Grey Fox Wealth Advisors, LLC
- $365 Billion
- Q4 2024
A detailed history of Grey Fox Wealth Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Grey Fox Wealth Advisors, LLC holds 4,897 shares of DFUV stock, worth $200,238. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,897
Previous 4,937
0.81%
Holding current value
$200,238
Previous $206 Million
2.64%
% of portfolio
0.05%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding DFUV
# of Institutions
709Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.39 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.29 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$734 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$590 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$439 Million0.67% of portfolio