Lake Point Wealth Management Dimensional ETF Tr Us Marketwi Transaction History
Lake Point Wealth Management
- $176 Million
- Q2 2022
A detailed history of Lake Point Wealth Management transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Lake Point Wealth Management holds 261,847 shares of DFUV stock, worth $10.7 Million. This represents 4.7% of its overall portfolio holdings.
Number of Shares
261,847Holding current value
$10.7 Million% of portfolio
4.7%Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.44 Billion3.22% of portfolio
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Envestnet Asset Management Inc33MShares$1.35 Billion0.46% of portfolio
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Savant Capital, LLC18.5MShares$757 Million6.58% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$590 Million6.31% of portfolio
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Ci Private Wealth, LLC Miami, FL10.9MShares$445 Million0.65% of portfolio