Sound Income Strategies, LLC Dimensional ETF Tr Us Marketwi Transaction History
Sound Income Strategies, LLC
- $1.63 Billion
- Q2 2025
A detailed history of Sound Income Strategies, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Sound Income Strategies, LLC holds 3,225 shares of DFUV stock, worth $140,126. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,225
Previous 3,225
-0.0%
Holding current value
$140,126
Previous $132,000
3.03%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
738Shares Held
280MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO36.1MShares$1.57 Billion3.16% of portfolio
-
Envestnet Asset Management Inc31.8MShares$1.38 Billion0.41% of portfolio
-
Savant Capital, LLC16.7MShares$726 Million4.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$627 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.1MShares$441 Million0.56% of portfolio