S.A. Mason LLC Dimensional ETF Tr Us Marketwi Transaction History

S.A. Mason LLC

$185 Million
Q3 2024

A detailed history of S.A. Mason LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, S.A. Mason LLC holds 603 shares of DFUV stock, worth $25,929. This represents 0.01% of its overall portfolio holdings.

Number of Shares

603

Previous 603 -0.0%

Holding current value

$25,929

Previous $23,000 8.7%

% of portfolio

0.01%

Previous 0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 15, 2024	BUY	$36.22 - $40.9 $21,840 - $24,662	603 New	603 $24,000

Others Institutions Holding DFUV

# of Institutions

640

Shares Held

267M

Call Options Held

300

Put Options Held

Mercer Global Advisors Inc Denver, CO

35.3M
Shares

$1.52 Billion
3.22% of portfolio
Envestnet Asset Management Inc

33M
Shares

$1.42 Billion
0.46% of portfolio
Savant Capital, LLC

18.5M
Shares

$796 Million
6.58% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

14.4M
Shares

$620 Million
6.31% of portfolio
Ci Private Wealth, LLC Miami, FL

10.9M
Shares

$468 Million
0.65% of portfolio

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of S.A. Mason LLC, based on Form 13F filings with the SEC.

News

Stay updated on S.A. Mason LLC with notifications on news.

Account