Transcend Capital Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History
Transcend Capital Advisors, LLC
- $1.35 Billion
- Q4 2024
A detailed history of Transcend Capital Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Transcend Capital Advisors, LLC holds 5,963 shares of DFUV stock, worth $255,872. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,963
Previous 11,925
50.0%
Holding current value
$255,872
Previous $497,000
50.91%
% of portfolio
0.02%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
696Shares Held
277MCall Options Held
300Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.45 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.35 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$771 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$619 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$461 Million0.67% of portfolio