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 $246,927. This represents 0.14% of its overall portfolio holdings.
Number of Shares
5,963
Previous 6,077
1.88%
Holding current value
$246,927
Previous $238,000
4.2%
% of portfolio
0.14%
Previous 0.2%
Shares
5 transactions
Others Institutions Holding DFUV
# of Institutions
631Shares Held
255MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO29MShares$1.2 Billion2.88% of portfolio
-
Envestnet Asset Management Inc27.1MShares$1.12 Billion0.38% of portfolio
-
Savant Capital, LLC18.5MShares$767 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$597 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$453 Million0.76% of portfolio