Sound View Wealth Advisors Group, LLC Dimensional ETF Tr Us Marketwi Transaction History
Sound View Wealth Advisors Group, LLC
- $1.23 Billion
- Q4 2024
A detailed history of Sound View Wealth Advisors Group, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 17,170 shares of DFUV stock, worth $707,404. This represents 0.06% of its overall portfolio holdings.
Number of Shares
17,170
Previous 17,170
-0.0%
Holding current value
$707,404
Previous $715,000
1.82%
% of portfolio
0.06%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
707Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.4 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.3 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$740 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$594 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$443 Million0.67% of portfolio