Fonville Wealth Management LLC Dimensional ETF Tr Us Marketwi Transaction History
Fonville Wealth Management LLC
- $303 Billion
- Q4 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 57,939 shares of DFUV stock, worth $2.49 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
57,939
Previous 57,974
0.06%
Holding current value
$2.49 Million
Previous $2.42 Billion
1.91%
% of portfolio
0.78%
Previous 0.84%
Shares
5 transactions
Others Institutions Holding DFUV
# of Institutions
657Shares Held
269MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.51 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.42 Billion0.46% 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, FL10.9MShares$467 Million0.65% of portfolio