Smallwood Wealth Investment Management, LLC Dimensional ETF Tr Us Marketwi Transaction History
Smallwood Wealth Investment Management, LLC
- $152 Million
- Q1 2025
A detailed history of Smallwood Wealth Investment Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 448 shares of DFUV stock, worth $17,628. This represents 0.01% of its overall portfolio holdings.
Number of Shares
448Holding current value
$17,628% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
727Shares Held
273MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.2MShares$1.35 Billion3.28% of portfolio
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Envestnet Asset Management Inc30.5MShares$1.2 Billion0.42% of portfolio
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Savant Capital, LLC17.3MShares$681 Million5.4% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$568 Million6.31% of portfolio
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Ci Private Wealth, LLC Miami, FL10.5MShares$414 Million0.73% of portfolio