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 $237,857. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,817
Previous 5,794
0.4%
Holding current value
$237,857
Previous $237,000
-0.0%
% of portfolio
0.08%
Previous 0.08%
Shares
3 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