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 $2.63 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
64,387
Previous 64,503
0.18%
Holding current value
$2.63 Million
Previous $2.4 Million
9.71%
% of portfolio
0.07%
Previous 0.07%
Shares
8 transactions
Others Institutions Holding DFUV
# of Institutions
709Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.39 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.29 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$734 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$590 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$439 Million0.67% of portfolio