Midland Wealth Advisors LLC Dimensional ETF Tr Us Marketwi Transaction History
Midland Wealth Advisors LLC
- $1.69 Trillion
- Q2 2024
A detailed history of Midland Wealth Advisors LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Midland Wealth Advisors LLC holds 14,728 shares of DFUV stock, worth $611,359. This represents 0.03% of its overall portfolio holdings.
Number of Shares
14,728
Previous 15,259
3.48%
Holding current value
$611,359
Previous $624 Million
7.32%
% of portfolio
0.03%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding DFUV
# of Institutions
617Shares Held
255MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO29MShares$1.2 Billion2.88% of portfolio
-
Envestnet Asset Management Inc27.1MShares$1.13 Billion0.38% of portfolio
-
Savant Capital, LLC18.4MShares$762 Million7.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$599 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$454 Million0.76% of portfolio