Sound Income Strategies, LLC Dimensional ETF Tr Us Marketwi Transaction History
Sound Income Strategies, LLC
- $1.47 Billion
- Q4 2024
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 $137,836. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,225Holding current value
$137,836% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
657Shares Held
269MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.51 Billion3.22% of portfolio
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Envestnet Asset Management Inc33MShares$1.41 Billion0.46% of portfolio
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Savant Capital, LLC18MShares$767 Million5.98% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$617 Million6.31% of portfolio
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Ci Private Wealth, LLC Miami, FL10.9MShares$465 Million0.65% of portfolio