Marietta Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History
Marietta Wealth Management, LLC
- $667 Million
- Q3 2024
A detailed history of Marietta Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Marietta Wealth Management, LLC holds 23,440 shares of DFUV stock, worth $991,746. This represents 0.15% of its overall portfolio holdings.
Number of Shares
23,440
Previous 24,519
4.4%
Holding current value
$991,746
Previous $962,000
1.56%
% of portfolio
0.15%
Previous 0.15%
Shares
5 transactions
Others Institutions Holding DFUV
# of Institutions
644Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.49 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.39 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$783 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$610 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$460 Million0.65% of portfolio