Sound View Wealth Advisors Group, LLC Dimensional ETF Tr Us Marketwi Transaction History
Sound View Wealth Advisors Group, LLC
- $933 Million
- Q1 2024
A detailed history of Sound View Wealth Advisors Group, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 17,170 shares of DFUV stock, worth $669,286. This represents 0.08% of its overall portfolio holdings.
Number of Shares
17,170
Previous 17,170
-0.0%
Holding current value
$669,286
Previous $639,000
9.86%
% of portfolio
0.08%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
593Shares Held
242MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$1.01 Billion3.0% of portfolio
-
Envestnet Asset Management Inc24MShares$936 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$646 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$565 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$427 Million0.71% of portfolio