Advisory Services & Investments, LLC Dimensional ETF Tr Us Marketwi Transaction History
Advisory Services & Investments, LLC
- $131 Million
- Q3 2024
A detailed history of Advisory Services & Investments, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Advisory Services & Investments, LLC holds 207,396 shares of DFUV stock, worth $8.91 Million. This represents 6.59% of its overall portfolio holdings.
Number of Shares
207,396
Previous 254,459
18.5%
Holding current value
$8.91 Million
Previous $9.99 Million
13.47%
% of portfolio
6.59%
Previous 7.66%
Shares
10 transactions
Others Institutions Holding DFUV
# of Institutions
653Shares Held
268MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.52 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.42 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$796 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$620 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$468 Million0.65% of portfolio