Capital Advisors Inc Dimensional ETF Tr Us Marketwi Transaction History
Capital Advisors Inc
- $4.86 Billion
- Q3 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 $327,213. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,919
Previous 7,919
-0.0%
Holding current value
$327,213
Previous $310,000
6.45%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.46 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.36 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$765 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$596 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$450 Million0.65% of portfolio