Householder Group Estate & Retirement Specialist, LLC Dimensional ETF Tr Us Marketwi Transaction History
Householder Group Estate & Retirement Specialist, LLC
- $134 Million
- Q4 2024
A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 4,172 shares of DFUV stock, worth $177,852. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,172
Previous 3,894
7.14%
Holding current value
$177,852
Previous $162,000
4.94%
% of portfolio
0.13%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding DFUV
# of Institutions
701Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.44 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.34 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$766 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$615 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$458 Million0.67% of portfolio