Wny Asset Management, LLC Dimensional ETF Tr Us Marketwi Transaction History
Wny Asset Management, LLC
- $636 Million
- Q1 2024
A detailed history of Wny Asset Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Wny Asset Management, LLC holds 164,230 shares of DFUV stock, worth $6.45 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
164,230
Previous 161,087
1.95%
Holding current value
$6.45 Million
Previous $6 Million
12.04%
% of portfolio
1.06%
Previous 1.03%
Shares
8 transactions
Others Institutions Holding DFUV
# of Institutions
591Shares 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$943 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$651 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$570 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$431 Million0.71% of portfolio