Westmount Partners, LLC Dimensional ETF Tr Us Marketwi Transaction History
Westmount Partners, LLC
- $329 Billion
- Q4 2024
A detailed history of Westmount Partners, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Westmount Partners, LLC holds 60,240 shares of DFUV stock, worth $2.61 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
60,240
Previous 60,240
-0.0%
Holding current value
$2.61 Million
Previous $2.51 Billion
1.85%
% of portfolio
0.75%
Previous 0.76%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
699Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.47 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.36 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$778 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$625 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$465 Million0.67% of portfolio