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 $233,842. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,754
Previous 5,730
0.42%
Holding current value
$233,842
Previous $238,000
1.26%
% of portfolio
0.11%
Previous 0.12%
Shares
11 transactions
Others Institutions Holding DFUV
# of Institutions
642Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.43 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.34 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$752 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$586 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$442 Million0.65% of portfolio