Joel Isaacson & Co., LLC Dimensional ETF Tr Us Marketwi Transaction History
Joel Isaacson & Co., LLC
- $2.68 Billion
- Q3 2025
A detailed history of Joel Isaacson & Co., LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Joel Isaacson & Co., LLC holds 7,188 shares of DFUV stock, worth $323,747. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,188
Previous 7,188
-0.0%
Holding current value
$323,747
Previous $303,000
5.94%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
767Shares 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