United Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
United Wealth Management, LLC
- $297 Billion
- Q4 2024
A detailed history of United Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, United Wealth Management, LLC holds 707,797 shares of DFSV stock, worth $22.3 Million. This represents 7.34% of its overall portfolio holdings.
Number of Shares
707,797Holding current value
$22.3 Million% of portfolio
7.34%Shares
1 transactions
Others Institutions Holding DFSV
# of Institutions
385Shares Held
106MCall Options Held
10.1KPut Options Held
0-
Savant Capital, LLC8.05MShares$254 Million2.02% of portfolio
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Alaska Permanent Fund Corp Juneau, AK7.62MShares$240 Million3.5% of portfolio
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Jmg Financial Group, Ltd.5.44MShares$172 Million5.92% of portfolio
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Mather Group, Llc. Chicago, IL4.17MShares$132 Million1.67% of portfolio
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Ci Private Wealth, LLC Miami, FL3.98MShares$125 Million0.19% of portfolio