Pasadena Private Wealth, LLC Dimensional ETF Tr Us Marketwi Transaction History
Pasadena Private Wealth, LLC
- $458 Million
- Q4 2024
A detailed history of Pasadena Private Wealth, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Pasadena Private Wealth, LLC holds 7,653 shares of DFUV stock, worth $314,079. This represents 0.07% of its overall portfolio holdings.
Number of Shares
7,653
Previous 7,653
-0.0%
Holding current value
$314,079
Previous $319,000
1.88%
% of portfolio
0.07%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding DFUV
# of Institutions
701Shares 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$737 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$592 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$441 Million0.67% of portfolio