Rise Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History
Rise Advisors, LLC
- $242 Million
- Q2 2025
A detailed history of Rise Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Rise Advisors, LLC holds 5,804 shares of DFUV stock, worth $260,309. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,804
Previous 5,777
0.47%
Holding current value
$260,309
Previous $238,000
2.94%
% of portfolio
0.1%
Previous 0.11%
Shares
13 transactions
Others Institutions Holding DFUV
# of Institutions
745Shares Held
277MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO36.1MShares$1.62 Billion3.16% of portfolio
-
Envestnet Asset Management Inc31.8MShares$1.42 Billion0.41% of portfolio
-
Savant Capital, LLC16.7MShares$750 Million4.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$647 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL8.25MShares$370 Million0.51% of portfolio