Steel Peak Wealth Management LLC Dimensional ETF Tr Us Marketwi Transaction History
Steel Peak Wealth Management LLC
- $1.98 Billion
- Q1 2024
A detailed history of Steel Peak Wealth Management LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 9,651 shares of DFUV stock, worth $376,195. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,651
Previous 9,651
-0.0%
Holding current value
$376,195
Previous $359,000
9.75%
% of portfolio
0.02%
Previous 0.02%
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