Asset Planning Corporation Dimensional ETF Tr Us Marketwi Transaction History
Asset Planning Corporation
- $152 Million
- Q3 2024
A detailed history of Asset Planning Corporation transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Asset Planning Corporation holds 34,863 shares of DFUV stock, worth $1.44 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
34,863
Previous 34,845
0.05%
Holding current value
$1.44 Million
Previous $1.37 Million
6.21%
% of portfolio
0.95%
Previous 1.03%
Shares
10 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.46 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.36 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$765 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$596 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$450 Million0.65% of portfolio