Measured Wealth Private Client Group, LLC Dimensional ETF Tr Us Marketwi Transaction History
Measured Wealth Private Client Group, LLC
- $285 Million
- Q1 2024
A detailed history of Measured Wealth Private Client Group, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 34,252 shares of DFUV stock, worth $1.35 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
34,252
Previous 34,769
1.49%
Holding current value
$1.35 Million
Previous $1.29 Million
8.19%
% of portfolio
0.49%
Previous 0.48%
Shares
6 transactions
Others Institutions Holding DFUV
# of Institutions
591Shares Held
242MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$1.01 Billion3.0% of portfolio
-
Envestnet Asset Management Inc24MShares$943 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$651 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$570 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$431 Million0.71% of portfolio