Tci Wealth Advisors, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Tci Wealth Advisors, Inc.
- $1.13 Billion
- Q4 2024
A detailed history of Tci Wealth Advisors, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 2,287,765 shares of DFUV stock, worth $98.2 Million. This represents 8.29% of its overall portfolio holdings.
Number of Shares
2,287,765
Previous 2,243,112
1.99%
Holding current value
$98.2 Million
Previous $93.5 Million
0.11%
% of portfolio
8.29%
Previous 8.34%
Shares
11 transactions
Others Institutions Holding DFUV
# of Institutions
696Shares Held
277MCall Options Held
300Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.45 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.35 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$771 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$619 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$461 Million0.67% of portfolio