Sound View Wealth Advisors Group, LLC Dimensional ETF Tr Us Marketwi Transaction History
Sound View Wealth Advisors Group, LLC
- $1.21 Billion
- Q3 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 $711,353. This represents 0.06% of its overall portfolio holdings.
Number of Shares
17,170
Previous 17,170
-0.0%
Holding current value
$711,353
Previous $674,000
6.08%
% of portfolio
0.06%
Previous 0.07%
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$1.37 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$767 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$598 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$451 Million0.65% of portfolio