Wilbanks Smith & Thomas Asset Management LLC Dimensional ETF Tr Us Marketwi Transaction History
Wilbanks Smith & Thomas Asset Management LLC
- $3.54 Billion
- Q1 2024
A detailed history of Wilbanks Smith & Thomas Asset Management LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Wilbanks Smith & Thomas Asset Management LLC holds 64,387 shares of DFUV stock, worth $2.51 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
64,387
Previous 64,503
0.18%
Holding current value
$2.51 Million
Previous $2.4 Million
9.71%
% of portfolio
0.07%
Previous 0.07%
Shares
8 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