Northeast Planning Associates, Inc. / Nh / Dimensional ETF Tr Us Marketwi Transaction History
Northeast Planning Associates, Inc. / Nh /
- $109 Billion
- Q2 2025
A detailed history of Northeast Planning Associates, Inc. / Nh / transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Northeast Planning Associates, Inc. / Nh / holds 9,551 shares of DFUV stock, worth $416,137. This represents 0.37% of its overall portfolio holdings.
Number of Shares
9,551
Previous 9,551
-0.0%
Holding current value
$416,137
Previous $394 Million
2.6%
% of portfolio
0.37%
Previous 0.33%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
749Shares Held
278MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO36.1MShares$1.57 Billion3.16% of portfolio
-
Envestnet Asset Management Inc31.8MShares$1.38 Billion0.41% of portfolio
-
Savant Capital, LLC16.7MShares$728 Million4.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$629 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL8.25MShares$360 Million0.51% of portfolio