Rtd Financial Advisors, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Rtd Financial Advisors, Inc.
- $832 Million
- Q3 2025
A detailed history of Rtd Financial Advisors, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Rtd Financial Advisors, Inc. holds 230,438 shares of DFUV stock, worth $10.4 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
230,438
Previous 241,535
4.59%
Holding current value
$10.4 Million
Previous $10.2 Million
0.84%
% of portfolio
1.24%
Previous 1.31%
Shares
14 transactions
Others Institutions Holding DFUV
# of Institutions
768Shares Held
246MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.72 Billion2.9% of portfolio
-
Savant Capital, LLC16.4MShares$737 Million4.1% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$650 Million6.31% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$344 Million14.27% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.59MShares$297 Million0.47% of portfolio