Wealth Architects, LLC Dimensional ETF Tr Us Marketwi Transaction History
Wealth Architects, LLC
- $848 Million
- Q3 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 701,948 shares of DFUV stock, worth $30.2 Million. This represents 3.45% of its overall portfolio holdings.
Number of Shares
701,948
Previous 712,752
1.52%
Holding current value
$30.2 Million
Previous $28 Million
4.56%
% of portfolio
3.45%
Previous 3.53%
Shares
10 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
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Savant Capital, LLC18.5MShares$796 Million6.58% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$620 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$468 Million0.65% of portfolio