Steel Peak Wealth Management LLC Dimensional ETF Tr Us Marketwi Transaction History
Steel Peak Wealth Management LLC
- $2.41 Billion
- Q4 2024
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 9,651 shares of DFUV stock, worth $394,629. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,651
Previous 9,651
-0.0%
Holding current value
$394,629
Previous $402,000
1.99%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
709Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.39 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.29 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$734 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$590 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$439 Million0.67% of portfolio