Williams & Novak, LLC Dimensional ETF Tr Us Marketwi Transaction History
Williams & Novak, LLC
- $104 Billion
- Q4 2024
A detailed history of Williams & Novak, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Williams & Novak, LLC holds 15,062 shares of DFUV stock, worth $589,526. This represents 0.59% of its overall portfolio holdings.
Number of Shares
15,062
Previous 16,280
7.48%
Holding current value
$589,526
Previous $679 Million
9.19%
% of portfolio
0.59%
Previous 0.63%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
710Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.33 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.23 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$703 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$565 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$421 Million0.67% of portfolio