Werba Rubin Papier Wealth Management Dimensional ETF Tr Us Marketwi Transaction History
Werba Rubin Papier Wealth Management
- $426 Billion
- Q3 2024
A detailed history of Werba Rubin Papier Wealth Management transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Werba Rubin Papier Wealth Management holds 206,400 shares of DFUV stock, worth $8.88 Million. This represents 2.02% of its overall portfolio holdings.
Number of Shares
206,400
Previous 207,653
0.6%
Holding current value
$8.88 Million
Previous $8.15 Billion
5.52%
% of portfolio
2.02%
Previous 2.25%
Shares
8 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.52 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.42 Billion0.46% of portfolio
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Savant Capital, LLC18.5MShares$796 Million6.58% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$620 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$468 Million0.65% of portfolio