Newton One Investments LLC Dimensional ETF Tr Us Marketwi Transaction History
Newton One Investments LLC
- $249 Million
- Q3 2024
A detailed history of Newton One Investments LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Newton One Investments LLC holds 7,913 shares of DFUV stock, worth $331,238. This represents 0.13% of its overall portfolio holdings.
Number of Shares
7,913
Previous 7,880
0.42%
Holding current value
$331,238
Previous $309,000
6.47%
% of portfolio
0.13%
Previous 0.13%
Shares
6 transactions
Others Institutions Holding DFUV
# of Institutions
631Shares Held
255MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO29MShares$1.21 Billion2.88% of portfolio
-
Envestnet Asset Management Inc27.1MShares$1.14 Billion0.38% of portfolio
-
Savant Capital, LLC18.5MShares$775 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$604 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$458 Million0.76% of portfolio