Joel Isaacson & Co., LLC Dimensional ETF Tr Us Marketwi Transaction History
Joel Isaacson & Co., LLC
- $2.18 Billion
- Q4 2024
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 $275,803. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,188
Previous 7,188
-0.0%
Holding current value
$275,803
Previous $299,000
1.67%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
711Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.3 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.21 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$689 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$554 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$412 Million0.67% of portfolio