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 $11.8 Million. This represents 4.7% of its overall portfolio holdings.
Number of Shares
261,847Holding current value
$11.8 Million% of portfolio
4.7%Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
770Shares Held
246MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.72 Billion2.9% of portfolio
-
Savant Capital, LLC16.4MShares$737 Million4.1% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$650 Million6.31% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$344 Million14.27% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.59MShares$297 Million0.47% of portfolio