Orgel Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History
Orgel Wealth Management, LLC
- $3.69 Billion
- Q4 2024
A detailed history of Orgel Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 6,283 shares of DFUV stock, worth $261,372. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,283
Previous 6,283
-0.0%
Holding current value
$261,372
Previous $261,000
1.53%
% of portfolio
0.01%
Previous 0.01%
Shares
1 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