Caldwell Trust CO Dimensional ETF Tr Us Marketwi Transaction History
Caldwell Trust CO
- $1.07 Trillion
- Q3 2025
A detailed history of Caldwell Trust CO transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Caldwell Trust CO holds 7,089 shares of DFUV stock, worth $319,288. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,089
Previous 7,089
-0.0%
Holding current value
$319,288
Previous $300 Million
5.7%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
768Shares Held
246MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.72 Billion2.9% of portfolio
-
Savant Capital, LLC16.4MShares$737 Million4.1% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$650 Million6.31% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$344 Million14.27% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.59MShares$297 Million0.47% of portfolio