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 $10.2 Million. This represents 4.7% of its overall portfolio holdings.
Number of Shares
261,847Holding current value
$10.2 Million% of portfolio
4.7%Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
593Shares Held
242MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$1.01 Billion3.0% of portfolio
-
Envestnet Asset Management Inc24MShares$936 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$646 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$565 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$427 Million0.71% of portfolio