Legacy Wealth Managment, Llc/Id Dimensional ETF Tr Us Marketwi Transaction History
Legacy Wealth Managment, Llc/Id
- $122 Million
- Q1 2025
A detailed history of Legacy Wealth Managment, Llc/Id transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 168 shares of DFUV stock, worth $7,308. This represents 0.0% of its overall portfolio holdings.
Number of Shares
168
Previous 168
-0.0%
Holding current value
$7,308
Previous $6,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
739Shares Held
276MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.2MShares$1.49 Billion3.28% of portfolio
-
Envestnet Asset Management Inc30.5MShares$1.33 Billion0.42% of portfolio
-
Savant Capital, LLC17.3MShares$752 Million5.4% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$628 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.5MShares$458 Million0.73% of portfolio