Benchmark Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History
Benchmark Wealth Management, LLC
- $224 Million
- Q2 2025
A detailed history of Benchmark Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 22,530 shares of DFUV stock, worth $1.01 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
22,530
Previous 16,947
32.94%
Holding current value
$1.01 Million
Previous $692,000
37.57%
% of portfolio
0.43%
Previous 0.34%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
771Shares Held
246MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.72 Billion2.9% of portfolio
-
Savant Capital, LLC16.4MShares$737 Million4.1% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$650 Million6.31% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$344 Million14.27% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.59MShares$297 Million0.47% of portfolio