Lockerman Financial Group, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Lockerman Financial Group, Inc.
- $69.6 Million
- Q2 2025
A detailed history of Lockerman Financial Group, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Lockerman Financial Group, Inc. holds 6,433 shares of DFUV stock, worth $273,788. This represents 0.39% of its overall portfolio holdings.
Number of Shares
6,433
Previous 6,433
-0.0%
Holding current value
$273,788
Previous $265,000
2.26%
% of portfolio
0.39%
Previous 0.43%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
735Shares Held
277MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.2MShares$1.46 Billion3.28% of portfolio
-
Envestnet Asset Management Inc31.8MShares$1.35 Billion0.41% of portfolio
-
Savant Capital, LLC16.7MShares$711 Million4.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$614 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.5MShares$448 Million0.73% of portfolio