Institute For Wealth Management, Llc. Dimensional ETF Tr Us Marketwi Transaction History
Institute For Wealth Management, Llc.
- $763 Million
- Q1 2025
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 $306,981. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,491
Previous 7,491
-0.0%
Holding current value
$306,981
Previous $306,000
0.65%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
730Shares Held
274MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.2MShares$1.4 Billion3.28% of portfolio
-
Envestnet Asset Management Inc30.5MShares$1.25 Billion0.42% of portfolio
-
Savant Capital, LLC17.3MShares$709 Million5.4% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$591 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.5MShares$432 Million0.73% of portfolio