Disciplined Equity Management, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Disciplined Equity Management, Inc.
- $185 Million
- Q4 2025
A detailed history of Disciplined Equity Management, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Disciplined Equity Management, Inc. holds 802,309 shares of DFUV stock, worth $36.1 Million. This represents 19.54% of its overall portfolio holdings.
Number of Shares
802,309
Previous 772,762
3.82%
Holding current value
$36.1 Million
Previous $34.5 Million
4.64%
% of portfolio
19.54%
Previous 19.07%
Shares
15 transactions
Others Institutions Holding DFUV
# of Institutions
773Shares 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