Evensky & Katz LLC Dimensional ETF Tr Us Marketwi Transaction History
Evensky & Katz LLC
- $1.53 Billion
- Q4 2024
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 121,754 shares of DFUV stock, worth $4.96 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
121,754
Previous 121,905
0.12%
Holding current value
$4.96 Million
Previous $5.08 Million
1.97%
% of portfolio
0.33%
Previous 0.33%
Shares
10 transactions
Others Institutions Holding DFUV
# of Institutions
705Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.38 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.28 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$732 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$588 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$438 Million0.67% of portfolio