Marietta Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History
Marietta Wealth Management, LLC
- $762 Million
- Q3 2025
A detailed history of Marietta Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Marietta Wealth Management, LLC holds 20,410 shares of DFUV stock, worth $919,266. This represents 0.12% of its overall portfolio holdings.
Number of Shares
20,410
Previous 20,970
2.67%
Holding current value
$919,266
Previous $886,000
2.93%
% of portfolio
0.12%
Previous 0.12%
Shares
8 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