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 $3.56 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
86,958
Previous 85,524
1.68%
Holding current value
$3.56 Million
Previous $3.5 Billion
2.4%
% of portfolio
1.54%
Previous 1.46%
Shares
10 transactions
Others Institutions Holding DFUV
# of Institutions
709Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.39 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.29 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$734 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$590 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$439 Million0.67% of portfolio