Wealthspire Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History
Wealthspire Advisors, LLC
- $18.8 Billion
- Q3 2025
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 204,098 shares of DFUV stock, worth $9.19 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
204,098
Previous 206,188
1.01%
Holding current value
$9.19 Million
Previous $8.72 Million
4.63%
% of portfolio
0.05%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding DFUV
# of Institutions
768Shares Held
246MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.72 Billion2.9% of portfolio
-
Savant Capital, LLC16.4MShares$737 Million4.1% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$650 Million6.31% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$344 Million14.27% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.59MShares$297 Million0.47% of portfolio