Capital Advisors Inc Dimensional ETF Tr Us Marketwi Transaction History
Capital Advisors Inc
- $4.88 Billion
- Q4 2024
A detailed history of Capital Advisors Inc transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Capital Advisors Inc holds 7,919 shares of DFUV stock, worth $303,852. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,919
Previous 7,919
-0.0%
Holding current value
$303,852
Previous $330,000
1.82%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
711Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.3 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.21 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$689 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$554 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$412 Million0.67% of portfolio