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.
- $574 Million
- Q2 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 $331,738. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,480
Previous 7,480
-0.0%
Holding current value
$331,738
Previous $308,000
2.6%
% of portfolio
0.06%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding DFUV
# of Institutions
756Shares Held
278MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO36.1MShares$1.6 Billion3.16% of portfolio
-
Savant Capital, LLC16.4MShares$725 Million4.1% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$640 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL8.25MShares$366 Million0.51% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$339 Million14.27% of portfolio