Gradient Capital Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History
Gradient Capital Advisors, LLC
- $304 Million
- Q4 2024
A detailed history of Gradient Capital Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 128,651 shares of DFUV stock, worth $5.44 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
128,651
Previous 128,779
0.1%
Holding current value
$5.44 Million
Previous $5.37 Million
1.94%
% of portfolio
1.73%
Previous 1.81%
Shares
11 transactions
Others Institutions Holding DFUV
# of Institutions
701Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.43 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.33 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$760 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$611 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$455 Million0.67% of portfolio