Safeguard Financial, LLC Dimensional ETF Tr Us Marketwi Transaction History
Safeguard Financial, LLC
- $458 Million
- Q4 2024
A detailed history of Safeguard Financial, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Safeguard Financial, LLC holds 13,409 shares of DFUV stock, worth $548,294. This represents 0.12% of its overall portfolio holdings.
Number of Shares
13,409
Previous 6,088
120.25%
Holding current value
$548,294
Previous $253,000
116.6%
% of portfolio
0.12%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
709Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.39 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.29 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$734 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$590 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$439 Million0.67% of portfolio