Diversified Portfolios, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Diversified Portfolios, Inc.
- $855 Million
- Q2 2024
A detailed history of Diversified Portfolios, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Diversified Portfolios, Inc. holds 305,727 shares of DFUV stock, worth $12.7 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
305,727
Previous 305,829
0.03%
Holding current value
$12.7 Million
Previous $12.5 Million
4.02%
% of portfolio
1.4%
Previous 1.79%
Shares
9 transactions
Others Institutions Holding DFUV
# of Institutions
631Shares Held
253MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO29MShares$1.2 Billion2.88% of portfolio
-
Envestnet Asset Management Inc27.1MShares$1.12 Billion0.38% of portfolio
-
Savant Capital, LLC18.4MShares$760 Million7.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$597 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$453 Million0.76% of portfolio