Evensky & Katz LLC Dimensional ETF Tr Us Marketwi Transaction History
Evensky & Katz LLC
- $1.72 Billion
- Q3 2025
A detailed history of Evensky & Katz LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Evensky & Katz LLC holds 116,343 shares of DFUV stock, worth $5.24 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
116,343
Previous 117,279
0.8%
Holding current value
$5.24 Million
Previous $4.96 Million
4.84%
% of portfolio
0.3%
Previous 0.3%
Shares
13 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