Legacy Wealth Managment, Llc/Id Dimensional ETF Tr Us Marketwi Transaction History
Legacy Wealth Managment, Llc/Id
- $139 Million
- Q4 2024
A detailed history of Legacy Wealth Managment, Llc/Id transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 168 shares of DFUV stock, worth $7,108. This represents 0.0% of its overall portfolio holdings.
Number of Shares
168
Previous 336
50.0%
Holding current value
$7,108
Previous $14,000
57.14%
% of portfolio
0.0%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
700Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.43 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.33 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$760 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$610 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$455 Million0.67% of portfolio