Investmark Advisory Group LLC Dimensional ETF Tr Us Marketwi Transaction History
Investmark Advisory Group LLC
- $202 Million
- Q3 2024
A detailed history of Investmark Advisory Group LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Investmark Advisory Group LLC holds 489,753 shares of DFUV stock, worth $20.7 Million. This represents 10.12% of its overall portfolio holdings.
Number of Shares
489,753
Previous 478,331
2.39%
Holding current value
$20.7 Million
Previous $18.8 Million
8.69%
% of portfolio
10.12%
Previous 10.19%
Shares
9 transactions
Others Institutions Holding DFUV
# of Institutions
643Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.49 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.39 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$783 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$610 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$460 Million0.65% of portfolio