Tfc Financial Management Dimensional ETF Tr Us Marketwi Transaction History
Tfc Financial Management
- $561 Million
- Q1 2024
A detailed history of Tfc Financial Management transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Tfc Financial Management holds 999,904 shares of DFUV stock, worth $39.2 Million. This represents 7.29% of its overall portfolio holdings.
Number of Shares
999,904
Previous 1,038,071
3.68%
Holding current value
$39.2 Million
Previous $38.6 Million
5.85%
% of portfolio
7.29%
Previous 7.84%
Shares
8 transactions
Others Institutions Holding DFUV
# of Institutions
592Shares 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$941 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$650 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$569 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$430 Million0.71% of portfolio