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 $82.9 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
$82.9 Million
Previous $83.4 Million
4.0%
% of portfolio
19.95%
Previous 18.89%
Shares
7 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$939 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$648 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$567 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$429 Million0.71% of portfolio