Kaufman Rossin Wealth, LLC Dimensional ETF Tr Us Marketwi Transaction History
Kaufman Rossin Wealth, LLC
- $140 Billion
- Q1 2025
A detailed history of Kaufman Rossin Wealth, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Kaufman Rossin Wealth, LLC holds 29,712 shares of DFUV stock, worth $1.2 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
29,712
Previous 29,562
0.51%
Holding current value
$1.2 Million
Previous $1.21 Billion
1.22%
% of portfolio
0.88%
Previous 1.24%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
729Shares Held
274MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.2MShares$1.39 Billion3.28% of portfolio
-
Envestnet Asset Management Inc30.5MShares$1.24 Billion0.42% of portfolio
-
Savant Capital, LLC17.3MShares$701 Million5.4% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$585 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.5MShares$427 Million0.73% of portfolio