Mbm Wealth Consultants, LLC Dimensional ETF Tr Us Marketwi Transaction History
Mbm Wealth Consultants, LLC
- $290 Million
- Q2 2024
A detailed history of Mbm Wealth Consultants, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Mbm Wealth Consultants, LLC holds 21,375 shares of DFUV stock, worth $888,986. This represents 0.29% of its overall portfolio holdings.
Number of Shares
21,375
Previous 21,375
-0.0%
Holding current value
$888,986
Previous $874,000
4.0%
% of portfolio
0.29%
Previous 0.31%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
617Shares Held
255MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO29MShares$1.2 Billion2.88% of portfolio
-
Envestnet Asset Management Inc27.1MShares$1.13 Billion0.38% of portfolio
-
Savant Capital, LLC18.4MShares$763 Million7.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$600 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$455 Million0.76% of portfolio