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.
- $603 Million
- Q1 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 $291,570. This represents 0.05% of its overall portfolio holdings.
Number of Shares
7,480
Previous 8,136
8.06%
Holding current value
$291,570
Previous $302,000
0.99%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding DFUV
# of Institutions
593Shares Held
242MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$1.01 Billion3.0% of portfolio
-
Envestnet Asset Management Inc24MShares$936 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$646 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$565 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$427 Million0.71% of portfolio