Falcon Wealth Planning Dimensional ETF Tr Us Marketwi Transaction History
Falcon Wealth Planning
- $810 Million
- Q4 2024
A detailed history of Falcon Wealth Planning transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Falcon Wealth Planning holds 17,655 shares of DFUV stock, worth $672,832. This represents 0.09% of its overall portfolio holdings.
Number of Shares
17,655
Previous 17,654
0.01%
Holding current value
$672,832
Previous $735,000
1.77%
% of portfolio
0.09%
Previous 0.09%
Shares
10 transactions
Others Institutions Holding DFUV
# of Institutions
712Shares Held
276MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.29 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.2 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$684 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$550 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$409 Million0.67% of portfolio