Bwm Planning, LLC Dimensional ETF Tr Us Marketwi Transaction History

Bwm Planning, LLC

$225 Billion
Q3 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 $2.8 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares

67,707

Holding current value

$2.8 Million

% of portfolio

1.25%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 09, 2024	BUY	$38.51 - $41.69 $2.61 Million - $2.82 Million	67,707 New	67,707 $2.82 Billion

Others Institutions Holding DFUV

# of Institutions

631

Shares Held

255M

Call Options Held

Put Options Held

Mercer Global Advisors Inc Denver, CO

29M
Shares

$1.2 Billion
2.88% of portfolio
Envestnet Asset Management Inc

27.1M
Shares

$1.12 Billion
0.38% of portfolio
Savant Capital, LLC

18.4M
Shares

$760 Million
7.09% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

14.4M
Shares

$597 Million
6.31% of portfolio
Ci Private Wealth, LLC Miami, FL

10.9M
Shares

$453 Million
0.76% of portfolio

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

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