Seven Bridge Financial Group, LLC Dimensional ETF Tr Us Marketwi Transaction History
Seven Bridge Financial Group, LLC
- $465 Million
- Q2 2024
A detailed history of Seven Bridge Financial Group, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Seven Bridge Financial Group, LLC holds 5,670 shares of DFUV stock, worth $235,361. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,670
Previous 5,645
0.44%
Holding current value
$235,361
Previous $230,000
3.48%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding DFUV
# of Institutions
617Shares Held
255MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO29MShares$1.2 Billion2.88% of portfolio
-
Envestnet Asset Management Inc27.1MShares$1.13 Billion0.38% of portfolio
-
Savant Capital, LLC18.4MShares$762 Million7.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$599 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$454 Million0.76% of portfolio