Sound Income Strategies, LLC Dimensional ETF Tr Us Marketwi Transaction History
Sound Income Strategies, LLC
- $1.56 Billion
- Q1 2025
A detailed history of Sound Income Strategies, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Sound Income Strategies, LLC holds 3,225 shares of DFUV stock, worth $123,743. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,225
Previous 3,225
-0.0%
Holding current value
$123,743
Previous $131,000
0.76%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
711Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.3 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.21 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$689 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$554 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$412 Million0.67% of portfolio