Prio Wealth Limited Partnership Dimensional ETF Tr Us Marketwi Transaction History
Prio Wealth Limited Partnership
- $3.38 Billion
- Q3 2024
A detailed history of Prio Wealth Limited Partnership transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Prio Wealth Limited Partnership holds 17,795 shares of DFUV stock, worth $801,486. This represents 0.02% of its overall portfolio holdings.
Number of Shares
17,795
Previous 17,795
-0.0%
Holding current value
$801,486
Previous $698,000
6.16%
% of portfolio
0.02%
Previous 0.02%
Shares
1 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