Tci Wealth Advisors, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Tci Wealth Advisors, Inc.
- $1.15 Billion
- Q1 2025
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 2,475,796 shares of DFUV stock, worth $95.6 Million. This represents 8.84% of its overall portfolio holdings.
Number of Shares
2,475,796
Previous 2,287,765
8.22%
Holding current value
$95.6 Million
Previous $93.6 Million
8.99%
% of portfolio
8.84%
Previous 8.29%
Shares
12 transactions
Others Institutions Holding DFUV
# of Institutions
710Shares Held
274MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.31 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.22 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$693 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$557 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$415 Million0.67% of portfolio