New Edge Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History
New Edge Advisors, LLC
- $11.2 Billion
- Q1 2024
A detailed history of New Edge Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, New Edge Advisors, LLC holds 41,633 shares of DFUV stock, worth $1.63 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
41,633
Previous 17,337
140.14%
Holding current value
$1.63 Million
Previous $645,000
163.88%
% of portfolio
0.02%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding DFUV
# of Institutions
592Shares 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$941 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$650 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$569 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$430 Million0.71% of portfolio