Leo Wealth, LLC Dimensional ETF Tr Us Marketwi Transaction History
Leo Wealth, LLC
- $1.09 Trillion
- Q3 2024
A detailed history of Leo Wealth, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Leo Wealth, LLC holds 15,362 shares of DFUV stock, worth $628,305. This represents 0.06% of its overall portfolio holdings.
Number of Shares
15,362
Previous 15,297
0.42%
Holding current value
$628,305
Previous $601 Million
6.62%
% of portfolio
0.06%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.44 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.35 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$757 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$590 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$445 Million0.65% of portfolio