Clearstead Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History
Clearstead Advisors, LLC
- $7.4 Billion
- Q3 2025
A detailed history of Clearstead Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Clearstead Advisors, LLC holds 74,430 shares of DFUV stock, worth $3.35 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
74,430
Previous 74,353
0.1%
Holding current value
$3.35 Million
Previous $3.14 Million
5.82%
% of portfolio
0.04%
Previous 0.05%
Shares
10 transactions
Others Institutions Holding DFUV
# of Institutions
767Shares 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