Institute For Wealth Management, Llc. Dimensional ETF Tr Us Marketwi Transaction History
Institute For Wealth Management, Llc.
- $788 Million
- Q4 2024
A detailed history of Institute For Wealth Management, Llc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 7,491 shares of DFUV stock, worth $285,482. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,491
Previous 7,491
-0.0%
Holding current value
$285,482
Previous $312,000
1.92%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
712Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.29 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.2 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$684 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$550 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$409 Million0.67% of portfolio