Caldwell Sutter Capital, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Caldwell Sutter Capital, Inc.
- $215 Billion
- Q3 2024
A detailed history of Caldwell Sutter Capital, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Caldwell Sutter Capital, Inc. holds 2,700 shares of DFUV stock, worth $112,859. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,700
Previous 2,700
-0.0%
Holding current value
$112,859
Previous $106 Million
6.16%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
629Shares Held
253MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO29MShares$1.21 Billion2.88% of portfolio
-
Envestnet Asset Management Inc27.1MShares$1.13 Billion0.38% of portfolio
-
Savant Capital, LLC18.4MShares$767 Million7.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$603 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$458 Million0.76% of portfolio