Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. Dimensional ETF Tr Us Marketwi Transaction History
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
- $649 Million
- Q1 2025
A detailed history of Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. holds 7,480 shares of DFUV stock, worth $316,703. This represents 0.05% of its overall portfolio holdings.
Number of Shares
7,480
Previous 7,480
-0.0%
Holding current value
$316,703
Previous $306,000
0.65%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding DFUV
# of Institutions
737Shares Held
277MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.2MShares$1.45 Billion3.28% of portfolio
-
Envestnet Asset Management Inc31.8MShares$1.34 Billion0.41% of portfolio
-
Savant Capital, LLC16.7MShares$708 Million4.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$611 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.5MShares$446 Million0.73% of portfolio