Lauer Wealth, LLC Dimensional ETF Tr Us Marketwi Transaction History
Lauer Wealth, LLC
- $129 Billion
- Q3 2024
A detailed history of Lauer Wealth, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Lauer Wealth, LLC holds 10,650 shares of DFUV stock, worth $469,239. This represents 0.34% of its overall portfolio holdings.
Number of Shares
10,650
Previous 7,785
36.8%
Holding current value
$469,239
Previous $311 Million
43.73%
% of portfolio
0.34%
Previous 0.24%
Shares
4 transactions
Others Institutions Holding DFUV
# of Institutions
641Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.55 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.45 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$816 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$636 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$479 Million0.65% of portfolio