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.
- $653 Million
- Q3 2024
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 $321,640. This represents 0.05% of its overall portfolio holdings.
Number of Shares
7,480
Previous 7,480
-0.0%
Holding current value
$321,640
Previous $293,000
6.14%
% of portfolio
0.05%
Previous 0.06%
Shares
3 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