Allegiance Financial Group Advisory Services LLC Dimensional ETF Tr Us Marketwi Transaction History
Allegiance Financial Group Advisory Services LLC
- $287 Billion
- Q3 2024
A detailed history of Allegiance Financial Group Advisory Services LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Allegiance Financial Group Advisory Services LLC holds 23,221 shares of DFUV stock, worth $955,544. This represents 0.34% of its overall portfolio holdings.
Number of Shares
23,221
Previous 22,120
4.98%
Holding current value
$955,544
Previous $869 Million
11.44%
% of portfolio
0.34%
Previous 0.33%
Shares
8 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.45 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.36 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$762 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$594 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$448 Million0.65% of portfolio