Towneley Capital Management, Inc / De Dimensional ETF Tr Us Marketwi Transaction History
Towneley Capital Management, Inc / De
- $421 Billion
- Q4 2024
A detailed history of Towneley Capital Management, Inc / De transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Towneley Capital Management, Inc / De holds 9,885 shares of DFUV stock, worth $398,859. This represents 0.1% of its overall portfolio holdings.
Number of Shares
9,885
Previous 10,811
8.57%
Holding current value
$398,859
Previous $451 Million
10.26%
% of portfolio
0.1%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding DFUV
# of Institutions
704Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.37 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.27 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$725 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$582 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$434 Million0.67% of portfolio