Shearwater Capital LLC Dimensional ETF Tr Us Marketwi Transaction History
Shearwater Capital LLC
- $144 Million
- Q3 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 145,617 shares of DFUV stock, worth $5.96 Million. This represents 4.21% of its overall portfolio holdings.
Number of Shares
145,617
Previous 146,136
0.36%
Holding current value
$5.96 Million
Previous $5.74 Million
5.79%
% of portfolio
4.21%
Previous 4.23%
Shares
6 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