Legacy Investment Solutions, LLC Dimensional ETF Tr Us Marketwi Transaction History
Legacy Investment Solutions, LLC
- $139 Million
- Q4 2024
A detailed history of Legacy Investment Solutions, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Legacy Investment Solutions, LLC holds 168 shares of DFUV stock, worth $6,869. This represents 0.0% of its overall portfolio holdings.
Number of Shares
168
Previous 336
50.0%
Holding current value
$6,869
Previous $14,000
57.14%
% of portfolio
0.0%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
708Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.39 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.29 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$734 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$590 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$439 Million0.67% of portfolio