Dowling & Yahnke LLC Dimensional ETF Tr Us Marketwi Transaction History
Dowling & Yahnke LLC
- $215 Million
- Q3 2022
A detailed history of Dowling & Yahnke LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Dowling & Yahnke LLC holds 1,204,826 shares of DFUV stock, worth $48.5 Million. This represents 16.61% of its overall portfolio holdings.
Number of Shares
1,204,826
Previous 1,035,379
16.37%
Holding current value
$48.5 Million
Previous $32.7 Million
9.04%
% of portfolio
16.61%
Previous 1.54%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
704Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.36 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.27 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$723 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$581 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$433 Million0.67% of portfolio