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 $737,246. This represents 0.02% of its overall portfolio holdings.
Number of Shares
17,795
Previous 17,795
-0.0%
Holding current value
$737,246
Previous $698,000
6.16%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.46 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.37 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$767 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$598 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$451 Million0.65% of portfolio