Rowland & CO Investment Counsel Dimensional ETF Tr Us Marketwi Transaction History
Rowland & CO Investment Counsel
- $470 Million
- Q1 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 $215,832. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,537
Previous 5,537
-0.0%
Holding current value
$215,832
Previous $206,000
9.71%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
593Shares Held
242MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$1.01 Billion3.0% of portfolio
-
Envestnet Asset Management Inc24MShares$936 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$646 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$565 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$427 Million0.71% of portfolio