Rialto Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History
Rialto Wealth Management, LLC
- $342 Million
- Q2 2025
A detailed history of Rialto Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 40,493 shares of DFUV stock, worth $1.81 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
40,493
Previous 40,487
0.01%
Holding current value
$1.81 Million
Previous $1.66 Million
3.44%
% of portfolio
0.5%
Previous 0.54%
Shares
3 transactions
Others Institutions Holding DFUV
# of Institutions
747Shares Held
278MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO36.1MShares$1.61 Billion3.16% of portfolio
-
Envestnet Asset Management Inc31.8MShares$1.42 Billion0.41% of portfolio
-
Savant Capital, LLC16.7MShares$745 Million4.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$643 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL8.25MShares$368 Million0.51% of portfolio