Perennial Investment Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History
Perennial Investment Advisors, LLC
- $657 Million
- Q1 2024
A detailed history of Perennial Investment Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 5,965 shares of DFUV stock, worth $232,515. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,965
Previous 5,965
-0.0%
Holding current value
$232,515
Previous $222,000
9.46%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
593Shares Held
242MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$1.01 Billion3.0% of portfolio
-
Envestnet Asset Management Inc24MShares$936 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$646 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$565 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$427 Million0.71% of portfolio