Kathleen S. Wright Associates Inc. Dimensional ETF Tr Us Marketwi Transaction History
Kathleen S. Wright Associates Inc.
- $221 Million
- Q2 2024
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 $305,603. This represents 0.13% of its overall portfolio holdings.
Number of Shares
7,348Holding current value
$305,603% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
617Shares Held
255MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO29MShares$1.2 Billion2.88% of portfolio
-
Envestnet Asset Management Inc27.1MShares$1.13 Billion0.38% of portfolio
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Savant Capital, LLC18.4MShares$763 Million7.09% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$600 Million6.31% of portfolio
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Ci Private Wealth, LLC Miami, FL10.9MShares$455 Million0.76% of portfolio