Trifecta Capital Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History
Trifecta Capital Advisors, LLC
- $411 Billion
- Q1 2024
A detailed history of Trifecta Capital Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Trifecta Capital Advisors, LLC holds 2,127 shares of DFUV stock, worth $83,357. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,127
Previous 2,127
-0.0%
Holding current value
$83,357
Previous $79.2 Million
9.89%
% of portfolio
0.02%
Previous 0.02%
Shares
2 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