Weinberger Asset Management, Inc Dimensional ETF Tr Us Marketwi Transaction History
Weinberger Asset Management, Inc
- $233 Billion
- Q1 2025
A detailed history of Weinberger Asset Management, Inc transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Weinberger Asset Management, Inc holds 86,958 shares of DFUV stock, worth $3.42 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
86,958
Previous 85,524
1.68%
Holding current value
$3.42 Million
Previous $3.5 Billion
2.4%
% of portfolio
1.54%
Previous 1.46%
Shares
10 transactions
Others Institutions Holding DFUV
# of Institutions
718Shares Held
270MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.24 Billion3.18% of portfolio
-
Envestnet Asset Management Inc30.5MShares$1.2 Billion0.42% of portfolio
-
Savant Capital, LLC18MShares$707 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$568 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$423 Million0.67% of portfolio