Mc Lean Asset Management Corp Dimensional ETF Tr Us Marketwi Transaction History
Mc Lean Asset Management Corp
- $333 Billion
- Q4 2024
A detailed history of Mc Lean Asset Management Corp transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Mc Lean Asset Management Corp holds 704,520 shares of DFUV stock, worth $30.2 Million. This represents 8.66% of its overall portfolio holdings.
Number of Shares
704,520
Previous 713,891
1.31%
Holding current value
$30.2 Million
Previous $29.9 Billion
3.53%
% of portfolio
8.66%
Previous 9.01%
Shares
11 transactions
Others Institutions Holding DFUV
# of Institutions
657Shares Held
269MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.51 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.42 Billion0.46% of portfolio
-
Savant Capital, LLC18MShares$771 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$619 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$467 Million0.65% of portfolio