Visionary Wealth Advisors Dimensional ETF Tr Us Marketwi Transaction History
Visionary Wealth Advisors
- $1.44 Billion
- Q1 2024
A detailed history of Visionary Wealth Advisors transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Visionary Wealth Advisors holds 102,196 shares of DFUV stock, worth $3.98 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
102,196
Previous 99,866
2.33%
Holding current value
$3.98 Million
Previous $3.72 Million
12.43%
% of portfolio
0.29%
Previous 0.28%
Shares
6 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