Steel Peak Wealth Management LLC Dimensional ETF Tr Us Marketwi Transaction History
Steel Peak Wealth Management LLC
- $2.25 Billion
- Q3 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 $414,993. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,651
Previous 9,651
-0.0%
Holding current value
$414,993
Previous $378,000
6.35%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.52 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.42 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$796 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$620 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$468 Million0.65% of portfolio