Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. Dimensional ETF Tr Us Marketwi Transaction History
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
- $654 Million
- Q4 2024
A detailed history of Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. holds 7,480 shares of DFUV stock, worth $288,802. This represents 0.05% of its overall portfolio holdings.
Number of Shares
7,480
Previous 7,480
-0.0%
Holding current value
$288,802
Previous $311,000
1.61%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding DFUV
# of Institutions
710Shares Held
274MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.31 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.22 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$693 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$557 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$415 Million0.67% of portfolio