Kathleen S. Wright Associates Inc. Dimensional ETF Tr Us Marketwi Transaction History
Kathleen S. Wright Associates Inc.
- $246 Million
- Q3 2024
A detailed history of Kathleen S. Wright Associates Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 7,348 shares of DFUV stock, worth $303,619. This represents 0.12% of its overall portfolio holdings.
Number of Shares
7,348
Previous 7,348
-0.0%
Holding current value
$303,619
Previous $288,000
6.25%
% of portfolio
0.12%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.46 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.36 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$765 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$596 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$450 Million0.65% of portfolio