Rowland & CO Investment Counsel Dimensional ETF Tr Us Marketwi Transaction History
Rowland & CO Investment Counsel
- $472 Million
- Q4 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 $239,752. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,537
Previous 5,537
-0.0%
Holding current value
$239,752
Previous $230,000
1.74%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
699Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.47 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.36 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$778 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$625 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$465 Million0.67% of portfolio