Moneta Group Investment Advisors LLC Dimensional ETF Tr Us Marketwi Transaction History
Moneta Group Investment Advisors LLC
- $5.03 Billion
- Q4 2023
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 81,365 shares of DFUV stock, worth $3.17 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
81,365
Previous 67,244
21.0%
Holding current value
$3.17 Million
Previous $2.29 Million
32.4%
% of portfolio
0.06%
Previous 0.05%
Shares
9 transactions
Others Institutions Holding DFUV
# of Institutions
593Shares 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$936 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$646 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$565 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$427 Million0.71% of portfolio