Tci Wealth Advisors, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Tci Wealth Advisors, Inc.
- $971 Million
- Q1 2024
A detailed history of Tci Wealth Advisors, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 2,120,588 shares of DFUV stock, worth $83.3 Million. This represents 8.94% of its overall portfolio holdings.
Number of Shares
2,120,588
Previous 2,081,645
1.87%
Holding current value
$83.3 Million
Previous $77.5 Million
11.94%
% of portfolio
8.94%
Previous 8.64%
Shares
8 transactions
Others Institutions Holding DFUV
# of Institutions
591Shares 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$943 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$651 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$570 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$431 Million0.71% of portfolio