United Capital Financial Advisers, LLC Dimensional ETF Tr Us Marketwi Transaction History
United Capital Financial Advisers, LLC
- $12 Billion
- Q1 2024
A detailed history of United Capital Financial Advisers, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 108,292 shares of DFUV stock, worth $4.22 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
108,292
Previous 108,228
0.06%
Holding current value
$4.22 Million
Previous $4.03 Million
9.96%
% of portfolio
0.04%
Previous 0.03%
Shares
9 transactions
Others Institutions Holding DFUV
# of Institutions
593Shares 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$936 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$646 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$565 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$427 Million0.71% of portfolio