Collective Family Office LLC Dimensional ETF Tr Us Marketwi Transaction History
Collective Family Office LLC
- $360 Million
- Q4 2024
A detailed history of Collective Family Office LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Collective Family Office LLC holds 13,867 shares of DFUV stock, worth $586,712. This represents 0.16% of its overall portfolio holdings.
Number of Shares
13,867
Previous 13,867
-0.0%
Holding current value
$586,712
Previous $578,000
1.9%
% of portfolio
0.16%
Previous 0.16%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
700Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.43 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.33 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$760 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$610 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$455 Million0.67% of portfolio