Shore Point Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History
Shore Point Advisors, LLC
- $181 Million
- Q3 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 13,173 shares of DFUV stock, worth $566,439. This represents 0.3% of its overall portfolio holdings.
Number of Shares
13,173
Previous 13,195
0.17%
Holding current value
$566,439
Previous $518,000
5.98%
% of portfolio
0.3%
Previous 0.3%
Shares
8 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.52 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.42 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$796 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$620 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$468 Million0.65% of portfolio