Mbm Wealth Consultants, LLC Dimensional ETF Tr Us Marketwi Transaction History
Mbm Wealth Consultants, LLC
- $324 Million
- Q1 2025
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 $841,106. This represents 0.27% of its overall portfolio holdings.
Number of Shares
21,375
Previous 21,375
-0.0%
Holding current value
$841,106
Previous $874,000
0.69%
% of portfolio
0.27%
Previous 0.27%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
719Shares Held
269MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.24 Billion3.18% of portfolio
-
Envestnet Asset Management Inc30.5MShares$1.2 Billion0.42% of portfolio
-
Savant Capital, LLC17.3MShares$681 Million5.4% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$568 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$423 Million0.67% of portfolio