Visionary Wealth Advisors Dimensional ETF Tr Us Marketwi Transaction History
Visionary Wealth Advisors
- $1.57 Billion
- Q3 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 100,017 shares of DFUV stock, worth $4.06 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
100,017
Previous 98,602
1.44%
Holding current value
$4.06 Million
Previous $3.87 Million
7.67%
% of portfolio
0.27%
Previous 0.26%
Shares
8 transactions
Others Institutions Holding DFUV
# of Institutions
642Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.43 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.34 Billion0.46% of portfolio
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Savant Capital, LLC18.5MShares$752 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$586 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$442 Million0.65% of portfolio