Smith Chas P & Associates Pa Cpas Dimensional ETF Tr Us Marketwi Transaction History
Smith Chas P & Associates Pa Cpas
- $1.74 Billion
- Q4 2024
A detailed history of Smith Chas P & Associates Pa Cpas transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Smith Chas P & Associates Pa Cpas holds 20,574 shares of DFUV stock, worth $850,117. This represents 0.05% of its overall portfolio holdings.
Number of Shares
20,574
Previous 20,574
-0.0%
Holding current value
$850,117
Previous $857,000
1.87%
% of portfolio
0.05%
Previous 0.05%
Shares
7 transactions
Others Institutions Holding DFUV
# of Institutions
704Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.4 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.3 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$742 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$596 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$444 Million0.67% of portfolio