Institute For Wealth Management, Llc. Dimensional ETF Tr Us Marketwi Transaction History
Institute For Wealth Management, Llc.
- $766 Million
- Q1 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 $291,999. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,491Holding current value
$291,999% of portfolio
0.04%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