Seven Bridge Financial Group, LLC Dimensional ETF Tr Us Marketwi Transaction History
Seven Bridge Financial Group, LLC
- $496 Million
- Q4 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 5,719 shares of DFUV stock, worth $235,622. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,719
Previous 5,694
0.44%
Holding current value
$235,622
Previous $237,000
1.27%
% of portfolio
0.05%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding DFUV
# of Institutions
708Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.4 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.3 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$740 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$594 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$443 Million0.67% of portfolio