Wealthstream Advisors, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Wealthstream Advisors, Inc.
- $502 Million
- Q3 2024
A detailed history of Wealthstream Advisors, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 167,859 shares of DFUV stock, worth $6.91 Million. This represents 1.39% of its overall portfolio holdings.
Number of Shares
167,859
Previous 167,979
0.07%
Holding current value
$6.91 Million
Previous $6.6 Million
6.09%
% of portfolio
1.39%
Previous 2.51%
Shares
9 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.45 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.36 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$762 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$594 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$448 Million0.65% of portfolio