Mutual Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History
Mutual Advisors, LLC
- $3.06 Billion
- Q1 2024
A detailed history of Mutual Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Mutual Advisors, LLC holds 25,267 shares of DFUV stock, worth $984,907. This represents 0.03% of its overall portfolio holdings.
Number of Shares
25,267
Previous 25,238
0.11%
Holding current value
$984,907
Previous $939,000
10.01%
% of portfolio
0.03%
Previous 0.03%
Shares
8 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