Kathleen S. Wright Associates Inc. Dimensional ETF Tr Us Marketwi Transaction History
Kathleen S. Wright Associates Inc.
- $242 Million
- Q4 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 $289,143. This represents 0.12% of its overall portfolio holdings.
Number of Shares
7,348
Previous 7,348
-0.0%
Holding current value
$289,143
Previous $306,000
1.96%
% of portfolio
0.12%
Previous 0.12%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
718Shares Held
271MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.24 Billion3.18% of portfolio
-
Envestnet Asset Management Inc30.5MShares$1.2 Billion0.42% of portfolio
-
Savant Capital, LLC18MShares$707 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$568 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$423 Million0.67% of portfolio