Cyndeo Wealth Partners, LLC Dimensional ETF Tr Us Marketwi Transaction History
Cyndeo Wealth Partners, LLC
- $1.72 Billion
- Q3 2025
A detailed history of Cyndeo Wealth Partners, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 6,097 shares of DFUV stock, worth $274,608. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,097
Previous 6,078
0.31%
Holding current value
$274,608
Previous $256,000
6.25%
% of portfolio
0.02%
Previous 0.02%
Shares
5 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