Private Trust CO Na Dimensional ETF Tr Us Marketwi Transaction History
Private Trust CO Na
- $964 Million
- Q3 2024
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 15,435 shares of DFUV stock, worth $637,774. This represents 0.07% of its overall portfolio holdings.
Number of Shares
15,435
Previous 15,435
-0.0%
Holding current value
$637,774
Previous $606,000
6.11%
% of portfolio
0.07%
Previous 0.07%
Shares
4 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$1.36 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$765 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$596 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$450 Million0.65% of portfolio