Fort Point Capital Partners LLC Dimensional ETF Tr Us Marketwi Transaction History
Fort Point Capital Partners LLC
- $874 Million
- Q4 2024
A detailed history of Fort Point Capital Partners LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Fort Point Capital Partners LLC holds 23,400 shares of DFUV stock, worth $983,969. This represents 0.11% of its overall portfolio holdings.
Number of Shares
23,400
Previous 23,400
-0.0%
Holding current value
$983,969
Previous $975,000
1.85%
% of portfolio
0.11%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding DFUV
# of Institutions
702Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.42 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.32 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$755 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$607 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$452 Million0.67% of portfolio