Mbm Wealth Consultants, LLC Dimensional ETF Tr Us Marketwi Transaction History
Mbm Wealth Consultants, LLC
- $307 Million
- Q3 2024
A detailed history of Mbm Wealth Consultants, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Mbm Wealth Consultants, LLC holds 21,375 shares of DFUV stock, worth $885,566. This represents 0.29% of its overall portfolio holdings.
Number of Shares
21,375
Previous 21,375
-0.0%
Holding current value
$885,566
Previous $839,000
6.2%
% of portfolio
0.29%
Previous 0.29%
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$1.37 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$767 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$598 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$451 Million0.65% of portfolio