Steward Partners Investment Advisory, LLC Dimensional ETF Tr Us Marketwi Transaction History
Steward Partners Investment Advisory, LLC
- $8.95 Billion
- Q1 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 28,727 shares of DFUV stock, worth $1.12 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
28,727
Previous 27,773
3.43%
Holding current value
$1.12 Million
Previous $1.03 Million
13.65%
% of portfolio
0.01%
Previous 0.01%
Shares
7 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