Lantz Financial LLC Dimensional ETF Tr Us Marketwi Transaction History
Lantz Financial LLC
- $356 Million
- Q4 2024
A detailed history of Lantz Financial LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Lantz Financial LLC holds 7,406 shares of DFUV stock, worth $307,497. This represents 0.09% of its overall portfolio holdings.
Number of Shares
7,406
Previous 7,406
-0.0%
Holding current value
$307,497
Previous $308,000
1.62%
% of portfolio
0.09%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
707Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.41 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.31 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$746 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$599 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$446 Million0.67% of portfolio