Olio Financial Planning Dimensional ETF Tr Us Marketwi Transaction History
Olio Financial Planning
- $267 Million
- Q3 2024
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 5,698 shares of DFUV stock, worth $245,014. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,698
Previous 5,698
-0.0%
Holding current value
$245,014
Previous $223,000
6.28%
% of portfolio
0.09%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.52 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.42 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$796 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$620 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$468 Million0.65% of portfolio