Guardian Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History
Guardian Wealth Management, LLC
- $315 Billion
- Q4 2025
A detailed history of Guardian Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Guardian Wealth Management, LLC holds 855,118 shares of DFUV stock, worth $38.5 Million. This represents 12.63% of its overall portfolio holdings.
Number of Shares
855,118Holding current value
$38.5 Million% of portfolio
12.63%Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
769Shares Held
247MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.72 Billion2.9% of portfolio
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Savant Capital, LLC16.4MShares$737 Million4.1% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$650 Million6.31% of portfolio
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Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$344 Million14.27% of portfolio
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Ci Private Wealth, LLC Miami, FL6.59MShares$297 Million0.47% of portfolio