Poinciana Advisors Group, LLC Dimensional ETF Tr Us Marketwi Transaction History
Poinciana Advisors Group, LLC
- $111 Billion
- Q2 2025
A detailed history of Poinciana Advisors Group, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Poinciana Advisors Group, LLC holds 51,953 shares of DFUV stock, worth $2.34 Million. This represents 1.98% of its overall portfolio holdings.
Number of Shares
51,953
Previous 52,069
0.22%
Holding current value
$2.34 Million
Previous $2.15 Billion
2.37%
% of portfolio
1.98%
Previous 2.22%
Shares
3 transactions
Others Institutions Holding DFUV
# of Institutions
746Shares Held
277MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO36.1MShares$1.62 Billion3.16% of portfolio
-
Envestnet Asset Management Inc31.8MShares$1.43 Billion0.41% of portfolio
-
Savant Capital, LLC16.7MShares$752 Million4.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$649 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL8.25MShares$372 Million0.51% of portfolio