Pasadena Private Wealth, LLC Dimensional ETF Tr Us Marketwi Transaction History
Pasadena Private Wealth, LLC
- $443 Million
- Q3 2024
A detailed history of Pasadena Private Wealth, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Pasadena Private Wealth, LLC holds 7,653 shares of DFUV stock, worth $313,007. This represents 0.07% of its overall portfolio holdings.
Number of Shares
7,653
Previous 7,653
-0.0%
Holding current value
$313,007
Previous $300,000
6.33%
% of portfolio
0.07%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.44 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.35 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$757 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$590 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$445 Million0.65% of portfolio