Strategic Investment Solutions, Inc. /Il Dimensional ETF Tr Us Marketwi Transaction History
Strategic Investment Solutions, Inc. /Il
- $299 Billion
- Q4 2024
A detailed history of Strategic Investment Solutions, Inc. /Il transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Strategic Investment Solutions, Inc. /Il holds 264,404 shares of DFUV stock, worth $10.9 Million. This represents 3.37% of its overall portfolio holdings.
Number of Shares
264,404
Previous 211,220
25.18%
Holding current value
$10.9 Million
Previous $8.81 Billion
14.45%
% of portfolio
3.37%
Previous 2.64%
Shares
8 transactions
Others Institutions Holding DFUV
# of Institutions
704Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.4 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.3 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$742 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$596 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$444 Million0.67% of portfolio