New Edge Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History
New Edge Advisors, LLC
- $16 Billion
- Q4 2024
A detailed history of New Edge Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, New Edge Advisors, LLC holds 45,514 shares of DFUV stock, worth $1.73 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
45,514
Previous 42,024
8.3%
Holding current value
$1.73 Million
Previous $1.75 Million
6.34%
% of portfolio
0.01%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding DFUV
# of Institutions
712Shares Held
276MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.29 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.2 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$684 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$550 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$409 Million0.67% of portfolio