Rowland & CO Investment Counsel Dimensional ETF Tr Us Marketwi Transaction History
Rowland & CO Investment Counsel
- $486 Million
- Q3 2024
A detailed history of Rowland & CO Investment Counsel transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Rowland & CO Investment Counsel holds 5,537 shares of DFUV stock, worth $228,788. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,537
Previous 5,537
-0.0%
Holding current value
$228,788
Previous $217,000
5.99%
% of portfolio
0.05%
Previous 0.05%
Shares
1 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