Bwm Planning, LLC Dimensional ETF Tr Us Marketwi Transaction History
Bwm Planning, LLC
- $230 Billion
- Q4 2024
A detailed history of Bwm Planning, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Bwm Planning, LLC holds 67,707 shares of DFUV stock, worth $2.79 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
67,707
Previous 67,707
-0.0%
Holding current value
$2.79 Million
Previous $2.82 Billion
1.85%
% of portfolio
1.21%
Previous 1.25%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
707Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.4 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.3 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$740 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$594 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$443 Million0.67% of portfolio