Wealthspire Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History
Wealthspire Advisors, LLC
- $9.71 Billion
- Q3 2024
A detailed history of Wealthspire Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 214,622 shares of DFUV stock, worth $9.21 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
214,622
Previous 8,945
2299.35%
Holding current value
$9.21 Million
Previous $351,000
2449.0%
% of portfolio
0.09%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
657Shares Held
269MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.51 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.42 Billion0.46% of portfolio
-
Savant Capital, LLC18MShares$771 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$619 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$467 Million0.65% of portfolio