Wealthpoint, LLC Dimensional ETF Tr Us Marketwi Transaction History
Wealthpoint, LLC
- $247 Million
- Q3 2023
A detailed history of Wealthpoint, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Wealthpoint, LLC holds 12,257 shares of DFUV stock, worth $552,055. This represents 0.17% of its overall portfolio holdings.
Number of Shares
12,257
Previous 12,257
-0.0%
Holding current value
$552,055
Previous $422,000
1.42%
% of portfolio
0.17%
Previous 0.16%
Shares
5 transactions
Others Institutions Holding DFUV
# of Institutions
767Shares Held
246MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.72 Billion2.9% of portfolio
-
Savant Capital, LLC16.4MShares$737 Million4.1% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$650 Million6.31% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$344 Million14.27% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.59MShares$297 Million0.47% of portfolio