Leo Wealth, LLC Dimensional ETF Tr Us Marketwi Transaction History
Leo Wealth, LLC
- $1.12 Trillion
- Q4 2024
A detailed history of Leo Wealth, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Leo Wealth, LLC holds 14,526 shares of DFUV stock, worth $620,841. This represents 0.05% of its overall portfolio holdings.
Number of Shares
14,526
Previous 15,362
5.44%
Holding current value
$620,841
Previous $640 Million
7.19%
% of portfolio
0.05%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding DFUV
# of Institutions
663Shares Held
271MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.51 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.41 Billion0.46% of portfolio
-
Savant Capital, LLC18MShares$767 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$617 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$465 Million0.65% of portfolio