Center For Financial Planning, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Center For Financial Planning, Inc.
- $736 Million
- Q3 2024
A detailed history of Center For Financial Planning, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 13,216 shares of DFUV stock, worth $546,085. This represents 0.07% of its overall portfolio holdings.
Number of Shares
13,216
Previous 13,216
-0.0%
Holding current value
$546,085
Previous $518,000
6.18%
% of portfolio
0.07%
Previous 0.07%
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