Seven Bridge Financial Group, LLC Dimensional ETF Tr Us Marketwi Transaction History
Seven Bridge Financial Group, LLC
- $552 Million
- Q3 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 5,694 shares of DFUV stock, worth $232,884. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,694
Previous 5,670
0.42%
Holding current value
$232,884
Previous $222,000
6.76%
% of portfolio
0.04%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.44 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.35 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$757 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$590 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$445 Million0.65% of portfolio