Financial Advisory Service, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Financial Advisory Service, Inc.
- $1.11 Billion
- Q4 2024
A detailed history of Financial Advisory Service, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Financial Advisory Service, Inc. holds 28,667 shares of DFUV stock, worth $1.23 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
28,667
Previous 28,554
0.4%
Holding current value
$1.23 Million
Previous $1.19 Million
1.43%
% of portfolio
0.11%
Previous 0.1%
Shares
11 transactions
Others Institutions Holding DFUV
# of Institutions
696Shares Held
277MCall Options Held
300Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.45 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.35 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$771 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$619 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$461 Million0.67% of portfolio