Jfs Wealth Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History
Jfs Wealth Advisors, LLC
- $1.49 Billion
- Q3 2024
A detailed history of Jfs Wealth Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 179,655 shares of DFUV stock, worth $7.6 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
179,655
Previous 180,732
0.6%
Holding current value
$7.6 Million
Previous $7.1 Million
5.52%
% of portfolio
0.5%
Previous 0.56%
Shares
10 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