Shore Point Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History
Shore Point Advisors, LLC
- $170 Million
- Q1 2024
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 13,196 shares of DFUV stock, worth $514,380. This represents 0.32% of its overall portfolio holdings.
Number of Shares
13,196
Previous 11,485
14.9%
Holding current value
$514,380
Previous $427,000
26.23%
% of portfolio
0.32%
Previous 0.27%
Shares
6 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