Visionary Wealth Advisors Dimensional ETF Tr Us Marketwi Transaction History
Visionary Wealth Advisors
- $1.62 Billion
- Q4 2024
A detailed history of Visionary Wealth Advisors transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Visionary Wealth Advisors holds 116,465 shares of DFUV stock, worth $5 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
116,465
Previous 100,017
16.45%
Holding current value
$5 Million
Previous $4.17 Million
14.3%
% of portfolio
0.29%
Previous 0.27%
Shares
9 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