Steel Peak Wealth Management LLC Dimensional ETF Tr Us Marketwi Transaction History
Steel Peak Wealth Management LLC
- $2.85 Billion
- Q3 2025
A detailed history of Steel Peak Wealth Management LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 9,582 shares of DFUV stock, worth $431,573. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,582
Previous 9,651
0.71%
Holding current value
$431,573
Previous $408,000
4.9%
% of portfolio
0.02%
Previous 0.02%
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