Fort Point Capital Partners LLC Dimensional ETF Tr Us Marketwi Transaction History
Fort Point Capital Partners LLC
- $803 Million
- Q3 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 $1.01 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
23,400
Previous 23,400
-0.0%
Holding current value
$1.01 Million
Previous $918,000
6.21%
% of portfolio
0.12%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding DFUV
# of Institutions
653Shares Held
268MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.52 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.42 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$796 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$620 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$468 Million0.65% of portfolio