Ml & R Wealth Management LLC Dimensional ETF Tr Us Marketwi Transaction History
Ml & R Wealth Management LLC
- $435 Million
- Q1 2024
A detailed history of Ml & R Wealth Management LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Ml & R Wealth Management LLC holds 2,121,390 shares of DFUV stock, worth $88.2 Million. This represents 19.95% of its overall portfolio holdings.
Number of Shares
2,121,390
Previous 2,241,376
5.35%
Holding current value
$88.2 Million
Previous $83.4 Million
4.0%
% of portfolio
19.95%
Previous 18.89%
Shares
7 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$763 Million7.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$600 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$455 Million0.76% of portfolio