Pasadena Private Wealth, LLC Dimensional ETF Tr Us Marketwi Transaction History
Pasadena Private Wealth, LLC
- $574 Million
- Q3 2025
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 $344,691. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,653
Previous 7,653
-0.0%
Holding current value
$344,691
Previous $323,000
5.88%
% of portfolio
0.06%
Previous 0.06%
Shares
4 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