Wealthpoint, LLC Dimensional ETF Tr Us Marketwi Transaction History
Wealthpoint, LLC
- $247 Million
- Q3 2023
A detailed history of Wealthpoint, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Wealthpoint, LLC holds 12,257 shares of DFUV stock, worth $527,051. This represents 0.17% of its overall portfolio holdings.
Number of Shares
12,257
Previous 12,257
-0.0%
Holding current value
$527,051
Previous $422,000
1.42%
% of portfolio
0.17%
Previous 0.16%
Shares
5 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