Shore Point Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History
Shore Point Advisors, LLC
- $179 Million
- Q4 2024
A detailed history of Shore Point Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Shore Point Advisors, LLC holds 13,410 shares of DFUV stock, worth $567,377. This represents 0.31% of its overall portfolio holdings.
Number of Shares
13,410
Previous 13,173
1.8%
Holding current value
$567,377
Previous $549,000
0.18%
% of portfolio
0.31%
Previous 0.3%
Shares
9 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