Tpg Financial Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History
Tpg Financial Advisors, LLC
- $230 Million
- Q4 2024
A detailed history of Tpg Financial Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Tpg Financial Advisors, LLC holds 14,752 shares of DFUV stock, worth $635,958. This represents 0.26% of its overall portfolio holdings.
Number of Shares
14,752
Previous 14,752
-0.0%
Holding current value
$635,958
Previous $615,000
1.95%
% of portfolio
0.26%
Previous 0.28%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
657Shares Held
269MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.52 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.42 Billion0.46% of portfolio
-
Savant Capital, LLC18MShares$774 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$622 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$469 Million0.65% of portfolio