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 $2.85 Million. This represents 1.61% of its overall portfolio holdings.
Number of Shares
68,385Holding current value
$2.85 Million% of portfolio
1.61%Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.47 Billion3.22% of portfolio
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Envestnet Asset Management Inc33MShares$1.37 Billion0.46% of portfolio
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Savant Capital, LLC18.5MShares$772 Million6.58% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$602 Million6.31% of portfolio
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Ci Private Wealth, LLC Miami, FL10.9MShares$454 Million0.65% of portfolio