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 $477,777. This represents 0.17% of its overall portfolio holdings.
Number of Shares
12,257
Previous 12,257
-0.0%
Holding current value
$477,777
Previous $422,000
1.42%
% of portfolio
0.17%
Previous 0.16%
Shares
5 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