Olio Financial Planning Dimensional ETF Tr Us Marketwi Transaction History
Olio Financial Planning
- $288 Million
- Q1 2025
A detailed history of Olio Financial Planning transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Olio Financial Planning holds 5,817 shares of DFUV stock, worth $228,898. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,817
Previous 5,794
0.4%
Holding current value
$228,898
Previous $237,000
-0.0%
% of portfolio
0.08%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding DFUV
# of Institutions
729Shares Held
273MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.2MShares$1.35 Billion3.28% of portfolio
-
Envestnet Asset Management Inc30.5MShares$1.2 Billion0.42% of portfolio
-
Savant Capital, LLC17.3MShares$681 Million5.4% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$568 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.5MShares$414 Million0.73% of portfolio