Shanker Valleau Wealth Advisors, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Shanker Valleau Wealth Advisors, Inc.
- $294 Million
- Q3 2024
A detailed history of Shanker Valleau Wealth Advisors, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Shanker Valleau Wealth Advisors, Inc. holds 554,360 shares of DFUV stock, worth $23.3 Million. This represents 7.87% of its overall portfolio holdings.
Number of Shares
554,360
Previous 294,205
88.43%
Holding current value
$23.3 Million
Previous $11.6 Million
100.04%
% of portfolio
7.87%
Previous 4.95%
Shares
10 transactions
Others Institutions Holding DFUV
# of Institutions
625Shares Held
254MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO29MShares$1.22 Billion2.88% of portfolio
-
Envestnet Asset Management Inc27.1MShares$1.14 Billion0.38% of portfolio
-
Savant Capital, LLC18.4MShares$772 Million7.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$607 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$461 Million0.76% of portfolio