Oxford Financial Group LTD Dimensional ETF Tr Us Marketwi Transaction History
Oxford Financial Group LTD
- $1.54 Billion
- Q4 2024
A detailed history of Oxford Financial Group LTD transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Oxford Financial Group LTD holds 14,330 shares of DFUV stock, worth $585,953. This represents 0.04% of its overall portfolio holdings.
Number of Shares
14,330
Previous 14,330
-0.0%
Holding current value
$585,953
Previous $597,000
1.84%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
708Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.39 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.29 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$734 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$590 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$439 Million0.67% of portfolio