Whalen Wealth Management Inc. Dimensional ETF Tr Us Marketwi Transaction History
Whalen Wealth Management Inc.
- $135 Billion
- Q1 2024
A detailed history of Whalen Wealth Management Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 6,806 shares of DFUV stock, worth $265,297. This represents 0.21% of its overall portfolio holdings.
Number of Shares
6,806
Previous 6,806
-0.0%
Holding current value
$265,297
Previous $253 Million
9.89%
% of portfolio
0.21%
Previous 0.23%
Shares
1 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