Wcg Wealth Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Wcg Wealth Advisors LLC
- $1.48 Billion
- Q3 2024
A detailed history of Wcg Wealth Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 11,053 shares of DFSV stock, worth $362,427. This represents 0.02% of its overall portfolio holdings.
Number of Shares
11,053
Previous 11,045
0.07%
Holding current value
$362,427
Previous $318,000
6.92%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding DFSV
# of Institutions
340Shares Held
95.2MCall Options Held
10.1KPut Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$269 Million3.73% of portfolio
-
Savant Capital, LLC6.57MShares$215 Million1.72% of portfolio
-
Jmg Financial Group, Ltd.5.2MShares$171 Million5.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.43MShares$112 Million0.15% of portfolio
-
Mather Group, Llc. Chicago, IL2.97MShares$97.4 Million1.18% of portfolio