Towneley Capital Management, Inc / De Dimensional ETF Tr Us Marketwi Transaction History
Towneley Capital Management, Inc / De
- $427 Billion
- Q1 2025
A detailed history of Towneley Capital Management, Inc / De transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Towneley Capital Management, Inc / De holds 9,924 shares of DFUV stock, worth $383,165. This represents 0.1% of its overall portfolio holdings.
Number of Shares
9,924
Previous 9,885
0.39%
Holding current value
$383,165
Previous $404 Million
1.11%
% of portfolio
0.1%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding DFUV
# of Institutions
710Shares Held
274MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.31 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.22 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$693 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$557 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$415 Million0.67% of portfolio