Plante Moran Financial Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History
Plante Moran Financial Advisors, LLC
- $1.2 Billion
- Q4 2024
A detailed history of Plante Moran Financial Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 17,487 shares of DFUV stock, worth $715,043. This represents 0.06% of its overall portfolio holdings.
Number of Shares
17,487
Previous 17,487
-0.0%
Holding current value
$715,043
Previous $729,000
1.92%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
709Shares 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