United Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
United Wealth Management, LLC
- $297 Billion
- Q4 2024
A detailed history of United Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, United Wealth Management, LLC holds 707,797 shares of DFSV stock, worth $22 Million. This represents 7.34% of its overall portfolio holdings.
Number of Shares
707,797Holding current value
$22 Million% of portfolio
7.34%Shares
1 transactions
Others Institutions Holding DFSV
# of Institutions
402Shares Held
107MCall Options Held
10.1KPut Options Held
0-
Savant Capital, LLC8.05MShares$250 Million2.02% of portfolio
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Alaska Permanent Fund Corp Juneau, AK7.62MShares$237 Million3.5% of portfolio
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Jmg Financial Group, Ltd.5.44MShares$169 Million5.92% of portfolio
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Mather Group, Llc. Chicago, IL4.17MShares$130 Million1.67% of portfolio
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Ci Private Wealth, LLC Miami, FL3.98MShares$124 Million0.19% of portfolio