West Hill Financial Advisors, Inc. Dimensional ETF Tr Us Marketwi Transaction History
West Hill Financial Advisors, Inc.
- $407 Million
- Q1 2024
A detailed history of West Hill Financial Advisors, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, West Hill Financial Advisors, Inc. holds 15,726 shares of DFUV stock, worth $612,999. This represents 0.16% of its overall portfolio holdings.
Number of Shares
15,726
Previous 15,726
-0.0%
Holding current value
$612,999
Previous $585,000
9.91%
% of portfolio
0.16%
Previous 0.16%
Shares
5 transactions
Others Institutions Holding DFUV
# of Institutions
593Shares Held
242MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$1.01 Billion3.0% of portfolio
-
Envestnet Asset Management Inc24MShares$936 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$646 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$565 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$427 Million0.71% of portfolio