Verity Wealth Advisors Dimensional ETF Tr Us Marketwi Transaction History
Verity Wealth Advisors
- $142 Million
- Q3 2024
A detailed history of Verity Wealth Advisors transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Verity Wealth Advisors holds 12,775 shares of DFUV stock, worth $549,325. This represents 0.37% of its overall portfolio holdings.
Number of Shares
12,775
Previous 12,775
-0.0%
Holding current value
$549,325
Previous $501,000
6.19%
% of portfolio
0.37%
Previous 0.38%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall 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, LLC18.5MShares$796 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$620 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$468 Million0.65% of portfolio