Juncture Wealth Strategies, LLC Dimensional ETF Tr Us Marketwi Transaction History
Juncture Wealth Strategies, LLC
- $232 Million
- Q1 2024
A detailed history of Juncture Wealth Strategies, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 411,784 shares of DFUV stock, worth $16.1 Million. This represents 7.25% of its overall portfolio holdings.
Number of Shares
411,784
Previous 298,683
37.87%
Holding current value
$16.1 Million
Previous $11.1 Million
51.5%
% of portfolio
7.25%
Previous 5.07%
Shares
8 transactions
Others Institutions Holding DFUV
# of Institutions
592Shares 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$941 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$650 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$569 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$430 Million0.71% of portfolio