Poinciana Advisors Group, LLC Dimensional ETF Tr Us Marketwi Transaction History
Poinciana Advisors Group, LLC
- $98.7 Billion
- Q4 2024
A detailed history of Poinciana Advisors Group, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Poinciana Advisors Group, LLC holds 54,557 shares of DFUV stock, worth $2.09 Million. This represents 2.26% of its overall portfolio holdings.
Number of Shares
54,557Holding current value
$2.09 Million% of portfolio
2.26%Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
711Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.3 Billion0.46% of portfolio
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Mercer Global Advisors Inc Denver, CO31.5MShares$1.21 Billion3.18% of portfolio
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Savant Capital, LLC18MShares$689 Million5.98% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$554 Million6.31% of portfolio
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Ci Private Wealth, LLC Miami, FL10.7MShares$412 Million0.67% of portfolio