Kaufman Rossin Wealth, LLC Dimensional ETF Tr Us Marketwi Transaction History
Kaufman Rossin Wealth, LLC
- $97.2 Billion
- Q4 2024
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 29,562 shares of DFUV stock, worth $1.27 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
29,562Holding current value
$1.27 Million% of portfolio
1.24%Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
651Shares Held
268MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.51 Billion3.22% of portfolio
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Envestnet Asset Management Inc33MShares$1.41 Billion0.46% of portfolio
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Savant Capital, LLC18.5MShares$793 Million6.58% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$618 Million6.31% of portfolio
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Ci Private Wealth, LLC Miami, FL10.9MShares$466 Million0.65% of portfolio