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 $2.88 Million. This represents 1.61% of its overall portfolio holdings.
Number of Shares
68,385Holding current value
$2.88 Million% of portfolio
1.61%Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
701Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.42 Billion0.46% of portfolio
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Mercer Global Advisors Inc Denver, CO31.5MShares$1.32 Billion3.18% of portfolio
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Savant Capital, LLC18MShares$755 Million5.98% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$607 Million6.31% of portfolio
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Ci Private Wealth, LLC Miami, FL10.7MShares$452 Million0.67% of portfolio