Fonville Wealth Management LLC Dimensional ETF Tr Us Marketwi Transaction History
Fonville Wealth Management LLC
- $289 Billion
- Q3 2024
A detailed history of Fonville Wealth Management LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Fonville Wealth Management LLC holds 57,974 shares of DFUV stock, worth $2.39 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
57,974
Previous 58,873
1.53%
Holding current value
$2.39 Million
Previous $2.31 Billion
4.54%
% of portfolio
0.84%
Previous 0.92%
Shares
4 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.45 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.36 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$762 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$594 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$448 Million0.65% of portfolio