New England Private Wealth Advisors LLC Dimensional ETF Tr Us Marketwi Transaction History
New England Private Wealth Advisors LLC
- $606 Million
- Q3 2024
A detailed history of New England Private Wealth Advisors LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, New England Private Wealth Advisors LLC holds 26,065 shares of DFUV stock, worth $1.11 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
26,065
Previous 25,964
0.39%
Holding current value
$1.11 Million
Previous $1.02 Million
6.58%
% of portfolio
0.18%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
657Shares Held
269MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.51 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.41 Billion0.46% of portfolio
-
Savant Capital, LLC18MShares$767 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$617 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$465 Million0.65% of portfolio