Shearwater Capital LLC Dimensional ETF Tr Us Marketwi Transaction History
Shearwater Capital LLC
- $135 Million
- Q1 2024
A detailed history of Shearwater Capital LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Shearwater Capital LLC holds 150,124 shares of DFUV stock, worth $5.85 Million. This represents 4.55% of its overall portfolio holdings.
Number of Shares
150,124
Previous 150,124
-0.0%
Holding current value
$5.85 Million
Previous $5.59 Million
9.9%
% of portfolio
4.55%
Previous 4.45%
Shares
4 transactions
Others Institutions Holding DFUV
# of Institutions
593Shares Held
242MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$1.01 Billion3.0% of portfolio
-
Envestnet Asset Management Inc24MShares$936 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$646 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$565 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$427 Million0.71% of portfolio