Juncture Wealth Strategies, LLC Dimensional ETF Tr Us Marketwi Transaction History
Juncture Wealth Strategies, LLC
- $258 Million
- Q3 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 454,641 shares of DFUV stock, worth $19.1 Million. This represents 7.36% of its overall portfolio holdings.
Number of Shares
454,641
Previous 438,984
3.57%
Holding current value
$19.1 Million
Previous $17.2 Million
9.95%
% of portfolio
7.36%
Previous 7.23%
Shares
10 transactions
Others Institutions Holding DFUV
# of Institutions
625Shares Held
254MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO29MShares$1.22 Billion2.88% of portfolio
-
Envestnet Asset Management Inc27.1MShares$1.14 Billion0.38% of portfolio
-
Savant Capital, LLC18.4MShares$772 Million7.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$607 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$461 Million0.76% of portfolio