Measured Wealth Private Client Group, LLC Dimensional ETF Tr Us Marketwi Transaction History
Measured Wealth Private Client Group, LLC
- $296 Million
- Q3 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 30,288 shares of DFUV stock, worth $1.3 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
30,288
Previous 30,321
0.11%
Holding current value
$1.3 Million
Previous $1.19 Million
6.05%
% of portfolio
0.43%
Previous 0.42%
Shares
8 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.52 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.42 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$796 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$620 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$468 Million0.65% of portfolio