Mowery & Schoenfeld Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History
Mowery & Schoenfeld Wealth Management, LLC
- $51.9 Billion
- Q1 2024
A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 4,090 shares of DFUV stock, worth $160,614. This represents 0.32% of its overall portfolio holdings.
Number of Shares
4,090
Previous 5,658
27.71%
Holding current value
$160,614
Previous $211 Million
20.57%
% of portfolio
0.32%
Previous 0.43%
Shares
2 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$943 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$651 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$570 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$431 Million0.71% of portfolio