Bull Oak Capital, LLC Dimensional ETF Tr Us Marketwi Transaction History
Bull Oak Capital, LLC
- $172 Million
- Q3 2024
A detailed history of Bull Oak Capital, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Bull Oak Capital, LLC holds 5,963 shares of DFUV stock, worth $242,336. This represents 0.14% of its overall portfolio holdings.
Number of Shares
5,963
Previous 6,077
1.88%
Holding current value
$242,336
Previous $238,000
4.2%
% of portfolio
0.14%
Previous 0.2%
Shares
5 transactions
Others Institutions Holding DFUV
# of Institutions
642Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.43 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.34 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$752 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$586 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$442 Million0.65% of portfolio