Shore Point Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History
Shore Point Advisors, LLC
- $179 Million
- Q1 2025
A detailed history of Shore Point Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Shore Point Advisors, LLC holds 13,725 shares of DFUV stock, worth $540,078. This represents 0.32% of its overall portfolio holdings.
Number of Shares
13,725
Previous 13,410
2.35%
Holding current value
$540,078
Previous $548,000
3.1%
% of portfolio
0.32%
Previous 0.31%
Shares
10 transactions
Others Institutions Holding DFUV
# of Institutions
718Shares Held
270MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.24 Billion3.18% of portfolio
-
Envestnet Asset Management Inc30.5MShares$1.2 Billion0.42% of portfolio
-
Savant Capital, LLC18MShares$707 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$568 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$423 Million0.67% of portfolio