Rise Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History
Rise Advisors, LLC
- $206 Million
- Q4 2024
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 5,754 shares of DFUV stock, worth $226,419. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,754
Previous 5,730
0.42%
Holding current value
$226,419
Previous $238,000
1.26%
% of portfolio
0.11%
Previous 0.12%
Shares
11 transactions
Others Institutions Holding DFUV
# of Institutions
719Shares Held
269MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.24 Billion3.18% of portfolio
-
Envestnet Asset Management Inc30.5MShares$1.2 Billion0.42% of portfolio
-
Savant Capital, LLC17.3MShares$681 Million5.4% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$568 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$423 Million0.67% of portfolio