Clifford Swan Investment Counsel LLC Dimensional ETF Tr Us Marketwi Transaction History
Clifford Swan Investment Counsel LLC
- $2.67 Billion
- Q4 2024
A detailed history of Clifford Swan Investment Counsel LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Clifford Swan Investment Counsel LLC holds 8,538 shares of DFUV stock, worth $349,118. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,538
Previous 8,538
-0.0%
Holding current value
$349,118
Previous $355,000
1.69%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
709Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.39 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.29 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$734 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$590 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$439 Million0.67% of portfolio