Newton One Investments LLC Dimensional ETF Tr Us Marketwi Transaction History
Newton One Investments LLC
- $259 Million
- Q4 2024
A detailed history of Newton One Investments LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Newton One Investments LLC holds 8,286 shares of DFUV stock, worth $338,814. This represents 0.13% of its overall portfolio holdings.
Number of Shares
8,286
Previous 7,913
4.71%
Holding current value
$338,814
Previous $329,000
3.04%
% of portfolio
0.13%
Previous 0.13%
Shares
7 transactions
Others Institutions Holding DFUV
# of Institutions
709Shares 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$734 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$590 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$439 Million0.67% of portfolio