Verity Wealth Advisors Dimensional ETF Tr Us Marketwi Transaction History
Verity Wealth Advisors
- $138 Million
- Q4 2024
A detailed history of Verity Wealth Advisors transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Verity Wealth Advisors holds 12,775 shares of DFUV stock, worth $537,188. This represents 0.38% of its overall portfolio holdings.
Number of Shares
12,775
Previous 12,775
-0.0%
Holding current value
$537,188
Previous $532,000
1.88%
% of portfolio
0.38%
Previous 0.37%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
701Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.42 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.32 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$755 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$607 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$452 Million0.67% of portfolio