Wealth Architects, LLC Dimensional ETF Tr Us Marketwi Transaction History
Wealth Architects, LLC
- $827 Million
- Q4 2024
A detailed history of Wealth Architects, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Wealth Architects, LLC holds 689,328 shares of DFUV stock, worth $26.4 Million. This represents 3.41% of its overall portfolio holdings.
Number of Shares
689,328
Previous 701,948
1.8%
Holding current value
$26.4 Million
Previous $29.3 Million
3.61%
% of portfolio
3.41%
Previous 3.45%
Shares
11 transactions
Others Institutions Holding DFUV
# of Institutions
711Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.3 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.21 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$689 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$554 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$412 Million0.67% of portfolio