M Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History
M Wealth Management, LLC
- $110 Billion
- Q4 2024
A detailed history of M Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, M Wealth Management, LLC holds 29,852 shares of DFUV stock, worth $1.28 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
29,852Holding current value
$1.28 Million% of portfolio
1.12%Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
651Shares Held
268MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.51 Billion3.22% of portfolio
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Envestnet Asset Management Inc33MShares$1.41 Billion0.46% of portfolio
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Savant Capital, LLC18.5MShares$793 Million6.58% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$618 Million6.31% of portfolio
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Ci Private Wealth, LLC Miami, FL10.9MShares$466 Million0.65% of portfolio