Wsfs Capital Management, LLC Dimensional ETF Tr Us Marketwi Transaction History
Wsfs Capital Management, LLC
- $1.79 Billion
- Q2 2025
A detailed history of Wsfs Capital Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Wsfs Capital Management, LLC holds 11,324 shares of DFUV stock, worth $504,823. This represents 0.03% of its overall portfolio holdings.
Number of Shares
11,324
              Previous 6,310
              
        
           79.46%
        
      
          
        Holding current value
$504,823
            Previous $260,000
            
        
           83.85%
        
      
          
        % of portfolio
0.03%
            Previous 0.02%
          
        Shares
	  7 transactions
	
  Others Institutions Holding DFUV
# of Institutions
756Shares Held
278MCall Options Held
0Put Options Held
0- 
    
      Mercer Global Advisors Inc Denver, CO36.1MShares$1.61 Billion3.16% of portfolio
- 
    
      Envestnet Asset Management Inc31.8MShares$1.42 Billion0.41% of portfolio
- 
    
      Savant Capital, LLC16.7MShares$745 Million4.61% of portfolio
- 
    
      Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$643 Million6.31% of portfolio
- 
    
      Ci Private Wealth, LLC Miami, FL8.25MShares$368 Million0.51% of portfolio