Resource Planning Group Dimensional ETF Tr Us Marketwi Transaction History
Resource Planning Group
- $158 Million
- Q4 2023
A detailed history of Resource Planning Group transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Resource Planning Group holds 68,385 shares of DFUV stock, worth $2.8 Million. This represents 1.61% of its overall portfolio holdings.
Number of Shares
68,385Holding current value
$2.8 Million% of portfolio
1.61%Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
731Shares 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