Shore Point Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History
Shore Point Advisors, LLC
- $214 Million
- Q3 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 14,110 shares of DFUV stock, worth $635,514. This represents 0.29% of its overall portfolio holdings.
Number of Shares
14,110
Previous 14,014
0.69%
Holding current value
$635,514
Previous $592,000
6.42%
% of portfolio
0.29%
Previous 0.3%
Shares
12 transactions
Others Institutions Holding DFUV
# of Institutions
768Shares Held
246MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.72 Billion2.9% of portfolio
-
Savant Capital, LLC16.4MShares$737 Million4.1% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$650 Million6.31% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$344 Million14.27% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.59MShares$297 Million0.47% of portfolio