Smith Chas P & Associates Pa Cpas Dimensional ETF Tr Us Marketwi Transaction History
Smith Chas P & Associates Pa Cpas
- $1.77 Billion
- Q3 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 $884,682. This represents 0.05% of its overall portfolio holdings.
Number of Shares
20,574
Previous 20,574
-0.0%
Holding current value
$884,682
Previous $807,000
6.2%
% of portfolio
0.05%
Previous 0.05%
Shares
7 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