Joel Isaacson & Co., LLC Dimensional ETF Tr Us Marketwi Transaction History
Joel Isaacson & Co., LLC
- $2.39 Billion
- Q2 2025
A detailed history of Joel Isaacson & Co., LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Joel Isaacson & Co., LLC holds 7,188 shares of DFUV stock, worth $320,441. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,188
Previous 7,188
-0.0%
Holding current value
$320,441
Previous $296,000
2.36%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
749Shares Held
278MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO36.1MShares$1.61 Billion3.16% of portfolio
-
Envestnet Asset Management Inc31.8MShares$1.42 Billion0.41% of portfolio
-
Savant Capital, LLC16.7MShares$745 Million4.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$643 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL8.25MShares$368 Million0.51% of portfolio