Private Trust CO Na Dimensional ETF Tr Us Marketwi Transaction History
Private Trust CO Na
- $1.07 Billion
- Q3 2025
A detailed history of Private Trust CO Na transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Private Trust CO Na holds 9,274 shares of DFUV stock, worth $417,700. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,274
Previous 12,356
24.94%
Holding current value
$417,700
Previous $522,000
20.69%
% of portfolio
0.04%
Previous 0.05%
Shares
6 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