Kathleen S. Wright Associates Inc. Dimensional ETF Tr Us Marketwi Transaction History
Kathleen S. Wright Associates Inc.
- $256 Million
- Q3 2025
A detailed history of Kathleen S. Wright Associates Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 7,348 shares of DFUV stock, worth $327,573. This represents 0.13% of its overall portfolio holdings.
Number of Shares
7,348
Previous 7,348
-0.0%
Holding current value
$327,573
Previous $310,000
5.81%
% of portfolio
0.13%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
746Shares 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