Burleson & Company, LLC Dimensional ETF Tr Us Marketwi Transaction History
Burleson & Company, LLC
- $384 Million
- Q4 2022
A detailed history of Burleson & Company, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Burleson & Company, LLC holds 25,578 shares of DFUV stock, worth $974,777. This represents 0.22% of its overall portfolio holdings.
Number of Shares
25,578
Previous 25,578
-0.0%
Holding current value
$974,777
Previous $757,000
13.08%
% of portfolio
0.22%
Previous 0.16%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
712Shares Held
276MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.29 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.2 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$684 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$550 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$409 Million0.67% of portfolio