Lockerman Financial Group, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Lockerman Financial Group, Inc.
- $55.8 Million
- Q4 2024
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 $272,180. This represents 0.47% of its overall portfolio holdings.
Number of Shares
6,433
Previous 6,433
-0.0%
Holding current value
$272,180
Previous $268,000
1.87%
% of portfolio
0.47%
Previous 0.48%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
700Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.43 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.33 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$760 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$610 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$455 Million0.67% of portfolio