Align Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History
Align Wealth Management, LLC
- $118 Billion
- Q4 2022
A detailed history of Align Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Align Wealth Management, LLC holds 16,602 shares of DFUV stock, worth $687,488. This represents 0.42% of its overall portfolio holdings.
Number of Shares
16,602Holding current value
$687,488% of portfolio
0.42%Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
631Shares Held
253MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO29MShares$1.2 Billion2.88% of portfolio
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Envestnet Asset Management Inc27.1MShares$1.12 Billion0.38% of portfolio
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Savant Capital, LLC18.4MShares$760 Million7.09% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$597 Million6.31% of portfolio
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Ci Private Wealth, LLC Miami, FL10.9MShares$453 Million0.76% of portfolio