Steward Financial Group LLC Dimensional ETF Tr Us Marketwi Transaction History
Steward Financial Group LLC
- $315 Million
- Q3 2023
A detailed history of Steward Financial Group LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Steward Financial Group LLC holds 573,774 shares of DFUV stock, worth $22.6 Million. This represents 6.19% of its overall portfolio holdings.
Number of Shares
573,774
Previous 551,182
4.1%
Holding current value
$22.6 Million
Previous $19 Million
2.65%
% of portfolio
6.19%
Previous 6.08%
Shares
6 transactions
Others Institutions Holding DFUV
# of Institutions
719Shares Held
270MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.24 Billion3.18% of portfolio
-
Envestnet Asset Management Inc30.5MShares$1.2 Billion0.42% of portfolio
-
Savant Capital, LLC18MShares$707 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$568 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$423 Million0.67% of portfolio