Werba Rubin Papier Wealth Management Dimensional ETF Tr Us Marketwi Transaction History
Werba Rubin Papier Wealth Management
- $424 Billion
- Q4 2024
A detailed history of Werba Rubin Papier Wealth Management transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Werba Rubin Papier Wealth Management holds 206,021 shares of DFUV stock, worth $8.84 Million. This represents 1.99% of its overall portfolio holdings.
Number of Shares
206,021
Previous 206,400
0.18%
Holding current value
$8.84 Million
Previous $8.6 Billion
2.03%
% of portfolio
1.99%
Previous 2.02%
Shares
9 transactions
Others Institutions Holding DFUV
# of Institutions
696Shares Held
277MCall Options Held
300Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.45 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.35 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$771 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$619 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$461 Million0.67% of portfolio