Trace Wealth Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History
Trace Wealth Advisors, LLC
- $112 Billion
- Q4 2024
A detailed history of Trace Wealth Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Trace Wealth Advisors, LLC holds 98,992 shares of DFUV stock, worth $4.19 Million. This represents 3.63% of its overall portfolio holdings.
Number of Shares
98,992Holding current value
$4.19 Million% of portfolio
3.63%Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
699Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.43 Billion0.46% of portfolio
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Mercer Global Advisors Inc Denver, CO31.5MShares$1.33 Billion3.18% of portfolio
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Savant Capital, LLC18MShares$760 Million5.98% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$610 Million6.31% of portfolio
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Ci Private Wealth, LLC Miami, FL10.7MShares$455 Million0.67% of portfolio