Midland Wealth Advisors LLC Dimensional ETF Tr Us Marketwi Transaction History
Midland Wealth Advisors LLC
- $1.71 Trillion
- Q3 2024
A detailed history of Midland Wealth Advisors LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Midland Wealth Advisors LLC holds 14,443 shares of DFUV stock, worth $600,828. This represents 0.04% of its overall portfolio holdings.
Number of Shares
14,443
Previous 14,728
1.94%
Holding current value
$600,828
Previous $578 Million
4.11%
% of portfolio
0.04%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding DFUV
# of Institutions
644Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.47 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.37 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$770 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$600 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$453 Million0.65% of portfolio