Strategic Wealth Partners, Ltd. Dimensional ETF Tr Us Marketwi Transaction History
Strategic Wealth Partners, Ltd.
- $1.03 Billion
- Q4 2024
A detailed history of Strategic Wealth Partners, Ltd. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 5,048 shares of DFUV stock, worth $198,638. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,048
Previous 5,048
-0.0%
Holding current value
$198,638
Previous $210,000
1.9%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
720Shares Held
271MCall 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