Institute For Wealth Management, Llc. Dimensional ETF Tr Us Marketwi Transaction History
Institute For Wealth Management, Llc.
- $781 Million
- Q3 2024
A detailed history of Institute For Wealth Management, Llc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 7,491 shares of DFUV stock, worth $322,113. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,491
Previous 7,491
-0.0%
Holding current value
$322,113
Previous $294,000
6.12%
% of portfolio
0.04%
Previous 0.04%
Shares
1 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