Prio Wealth Limited Partnership Dimensional ETF Tr Us Marketwi Transaction History
Prio Wealth Limited Partnership
- $3.38 Billion
- Q3 2024
A detailed history of Prio Wealth Limited Partnership transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Prio Wealth Limited Partnership holds 17,795 shares of DFUV stock, worth $762,515. This represents 0.02% of its overall portfolio holdings.
Number of Shares
17,795
Previous 17,795
-0.0%
Holding current value
$762,515
Previous $698,000
6.16%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
648Shares Held
268MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.51 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.41 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$793 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$618 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$466 Million0.65% of portfolio