Measured Wealth Private Client Group, LLC Dimensional ETF Tr Us Marketwi Transaction History
Measured Wealth Private Client Group, LLC
- $309 Million
- Q1 2025
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 29,077 shares of DFUV stock, worth $1.19 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
29,077
Previous 29,482
1.37%
Holding current value
$1.19 Million
Previous $1.21 Million
0.66%
% of portfolio
0.39%
Previous 0.39%
Shares
10 transactions
Others Institutions Holding DFUV
# of Institutions
730Shares Held
274MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.2MShares$1.4 Billion3.28% of portfolio
-
Envestnet Asset Management Inc30.5MShares$1.25 Billion0.42% of portfolio
-
Savant Capital, LLC17.3MShares$709 Million5.4% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$591 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.5MShares$432 Million0.73% of portfolio