Sovereign Financial Group, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Sovereign Financial Group, Inc.
- $470 Million
- Q2 2025
A detailed history of Sovereign Financial Group, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 6,925 shares of DFUV stock, worth $297,359. This represents 0.06% of its overall portfolio holdings.
Number of Shares
6,925Holding current value
$297,359% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
736Shares Held
276MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.2MShares$1.47 Billion3.28% of portfolio
-
Envestnet Asset Management Inc30.5MShares$1.31 Billion0.42% of portfolio
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Savant Capital, LLC17.3MShares$743 Million5.4% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$620 Million6.31% of portfolio
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Ci Private Wealth, LLC Miami, FL10.5MShares$452 Million0.73% of portfolio