Marietta Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History
Marietta Wealth Management, LLC
- $727 Million
- Q2 2025
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 20,970 shares of DFUV stock, worth $943,859. This represents 0.12% of its overall portfolio holdings.
Number of Shares
20,970
Previous 21,870
4.12%
Holding current value
$943,859
Previous $901,000
1.66%
% of portfolio
0.12%
Previous 0.14%
Shares
7 transactions
Others Institutions Holding DFUV
# of Institutions
747Shares Held
278MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO36.1MShares$1.62 Billion3.16% of portfolio
-
Envestnet Asset Management Inc31.8MShares$1.43 Billion0.41% of portfolio
-
Savant Capital, LLC16.7MShares$752 Million4.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$649 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL8.25MShares$372 Million0.51% of portfolio