Sovereign Financial Group, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Sovereign Financial Group, Inc.
- $514 Million
- Q3 2025
A detailed history of Sovereign Financial Group, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 9,295 shares of DFUV stock, worth $418,646. This represents 0.08% of its overall portfolio holdings.
Number of Shares
9,295
Previous 6,925
34.22%
Holding current value
$418,646
Previous $292,000
42.12%
% of portfolio
0.08%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
767Shares Held
246MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.72 Billion2.9% of portfolio
-
Savant Capital, LLC16.4MShares$737 Million4.1% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$650 Million6.31% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$344 Million14.27% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.59MShares$297 Million0.47% of portfolio