Montz Harcus Wealth Management LLC Dimensional ETF Tr Us Marketwi Transaction History
Montz Harcus Wealth Management LLC
- $181 Million
- Q1 2025
A detailed history of Montz Harcus Wealth Management LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 7,947 shares of DFUV stock, worth $313,191. This represents 0.18% of its overall portfolio holdings.
Number of Shares
7,947Holding current value
$313,191% of portfolio
0.18%Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
714Shares Held
271MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.24 Billion3.18% of portfolio
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Envestnet Asset Management Inc30.5MShares$1.2 Billion0.42% of portfolio
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Savant Capital, LLC18MShares$708 Million5.98% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$569 Million6.31% of portfolio
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Ci Private Wealth, LLC Miami, FL10.7MShares$423 Million0.67% of portfolio