Iag Wealth Partners, LLC Dimensional ETF Tr Us Marketwi Transaction History
Iag Wealth Partners, LLC
- $462 Million
- Q1 2024
A detailed history of Iag Wealth Partners, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 456 shares of DFUV stock, worth $17,774. This represents 0.0% of its overall portfolio holdings.
Number of Shares
456
Previous 456
-0.0%
Holding current value
$17,774
Previous $16,000
12.5%
% of portfolio
0.0%
Previous 0.0%
Shares
1 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