Rise Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History
Rise Advisors, LLC
- $206 Million
- Q4 2024
A detailed history of Rise Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Rise Advisors, LLC holds 5,754 shares of DFUV stock, worth $243,451. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,754
Previous 5,730
0.42%
Holding current value
$243,451
Previous $238,000
1.26%
% of portfolio
0.11%
Previous 0.12%
Shares
11 transactions
Others Institutions Holding DFUV
# of Institutions
700Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.43 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.33 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$760 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$610 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$455 Million0.67% of portfolio