Rowland & CO Investment Counsel Dimensional ETF Tr Us Marketwi Transaction History
Rowland & CO Investment Counsel
- $455 Million
- Q2 2024
A detailed history of Rowland & CO Investment Counsel transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Rowland & CO Investment Counsel holds 5,537 shares of DFUV stock, worth $229,121. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,537
Previous 5,537
-0.0%
Holding current value
$229,121
Previous $226,000
3.98%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
617Shares Held
255MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO29MShares$1.2 Billion2.88% of portfolio
-
Envestnet Asset Management Inc27.1MShares$1.12 Billion0.38% of portfolio
-
Savant Capital, LLC18.4MShares$759 Million7.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$597 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$453 Million0.76% of portfolio