Olio Financial Planning Dimensional ETF Tr Us Marketwi Transaction History
Olio Financial Planning
- $340 Million
- Q3 2025
A detailed history of Olio Financial Planning transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Olio Financial Planning holds 4,814 shares of DFUV stock, worth $216,822. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,814
Previous 5,844
17.62%
Holding current value
$216,822
Previous $247,000
12.96%
% of portfolio
0.06%
Previous 0.08%
Shares
5 transactions
Others Institutions Holding DFUV
# of Institutions
767Shares Held
246MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.72 Billion2.9% of portfolio
-
Savant Capital, LLC16.4MShares$737 Million4.1% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$650 Million6.31% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$344 Million14.27% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.59MShares$297 Million0.47% of portfolio