Moneta Group Investment Advisors LLC Dimensional ETF Tr Us Marketwi Transaction History
Moneta Group Investment Advisors LLC
- $7.05 Billion
- Q4 2024
A detailed history of Moneta Group Investment Advisors LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 85,385 shares of DFUV stock, worth $3.64 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
85,385
Previous 85,885
0.58%
Holding current value
$3.64 Million
Previous $3.58 Million
2.43%
% of portfolio
0.05%
Previous 0.04%
Shares
13 transactions
Others Institutions Holding DFUV
# of Institutions
701Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.44 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.34 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$766 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$615 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$458 Million0.67% of portfolio