Clifford Swan Investment Counsel LLC Dimensional ETF Tr Us Marketwi Transaction History
Clifford Swan Investment Counsel LLC
- $2.78 Billion
- Q3 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 $352,790. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,538
Previous 8,538
-0.0%
Holding current value
$352,790
Previous $335,000
5.97%
% 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