Wetherby Asset Management Inc Dimensional ETF Tr Us Marketwi Transaction History
Wetherby Asset Management Inc
- $2.19 Billion
- Q2 2025
A detailed history of Wetherby Asset Management Inc transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Wetherby Asset Management Inc holds 65,323 shares of DFUV stock, worth $2.92 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
65,323
Previous 65,323
-0.0%
Holding current value
$2.92 Million
Previous $2.67 Million
3.29%
% of portfolio
0.13%
Previous 0.13%
Shares
6 transactions
Others Institutions Holding DFUV
# of Institutions
756Shares Held
278MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO36.1MShares$1.61 Billion3.16% of portfolio
-
Envestnet Asset Management Inc31.8MShares$1.42 Billion0.41% of portfolio
-
Savant Capital, LLC16.7MShares$748 Million4.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$645 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL8.25MShares$369 Million0.51% of portfolio