Bt Wealth Management LLC Dimensional ETF Tr Us Marketwi Transaction History
Bt Wealth Management LLC
- $356 Million
- Q2 2022
A detailed history of Bt Wealth Management LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Bt Wealth Management LLC holds 12,064 shares of DFUV stock, worth $498,484. This represents 0.11% of its overall portfolio holdings.
Number of Shares
12,064
Previous 12,064
-0.0%
Holding current value
$498,484
Previous $379,000
0.53%
% of portfolio
0.11%
Previous 0.1%
Shares
1 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