Rise Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History
Rise Advisors, LLC
- $249 Million
- Q3 2025
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 5,830 shares of DFUV stock, worth $262,583. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,830
Previous 5,804
0.45%
Holding current value
$262,583
Previous $245,000
6.12%
% of portfolio
0.1%
Previous 0.1%
Shares
14 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