Hbk Sorce Advisory LLC Dimensional ETF Tr Us Marketwi Transaction History
Hbk Sorce Advisory LLC
- $3.02 Billion
- Q3 2025
A detailed history of Hbk Sorce Advisory LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Hbk Sorce Advisory LLC holds 5,057 shares of DFUV stock, worth $227,767. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,057
Previous 5,057
-0.0%
Holding current value
$227,767
Previous $225,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
768Shares Held
246MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.72 Billion2.9% of portfolio
-
Savant Capital, LLC16.4MShares$737 Million4.1% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$650 Million6.31% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$344 Million14.27% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.59MShares$297 Million0.47% of portfolio