New England Private Wealth Advisors LLC Dimensional ETF Tr Us Marketwi Transaction History
New England Private Wealth Advisors LLC
- $617 Million
- Q4 2024
A detailed history of New England Private Wealth Advisors LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, New England Private Wealth Advisors LLC holds 26,168 shares of DFUV stock, worth $1.07 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
26,168
Previous 26,065
0.4%
Holding current value
$1.07 Million
Previous $1.09 Million
1.47%
% of portfolio
0.17%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding DFUV
# of Institutions
702Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.39 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.29 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$737 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$592 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$441 Million0.67% of portfolio