New Edge Wealth, LLC Dimensional ETF Tr Us Marketwi Transaction History
New Edge Wealth, LLC
- $5.59 Billion
- Q4 2024
A detailed history of New Edge Wealth, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, New Edge Wealth, LLC holds 4,928 shares of DFUV stock, worth $209,982. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,928
Previous 4,928
-0.0%
Holding current value
$209,982
Previous $205,000
1.95%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
675Shares Held
274MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.5 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.4 Billion0.46% of portfolio
-
Savant Capital, LLC18MShares$765 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$615 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$464 Million0.65% of portfolio