Porter White Investment Advisors, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Porter White Investment Advisors, Inc.
- $202 Billion
- Q1 2025
A detailed history of Porter White Investment Advisors, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Porter White Investment Advisors, Inc. holds 958,305 shares of DFUV stock, worth $39.3 Million. This represents 19.52% of its overall portfolio holdings.
Number of Shares
958,305Holding current value
$39.3 Million% of portfolio
19.52%Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
729Shares Held
274MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.2MShares$1.4 Billion3.28% of portfolio
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Envestnet Asset Management Inc30.5MShares$1.25 Billion0.42% of portfolio
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Savant Capital, LLC17.3MShares$709 Million5.4% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$591 Million6.31% of portfolio
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Ci Private Wealth, LLC Miami, FL10.5MShares$432 Million0.73% of portfolio