Mbm Wealth Consultants, LLC Dimensional ETF Tr Us Marketwi Transaction History
Mbm Wealth Consultants, LLC
- $322 Million
- Q4 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 $904,376. This represents 0.27% of its overall portfolio holdings.
Number of Shares
21,375
Previous 21,375
-0.0%
Holding current value
$904,376
Previous $891,000
1.91%
% of portfolio
0.27%
Previous 0.29%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
699Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.43 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.33 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$760 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$610 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$455 Million0.67% of portfolio