Weinberger Asset Management, Inc Dimensional ETF Tr Us Marketwi Transaction History
Weinberger Asset Management, Inc
- $239 Billion
- Q4 2024
A detailed history of Weinberger Asset Management, Inc transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Weinberger Asset Management, Inc holds 85,524 shares of DFUV stock, worth $3.53 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
85,524
Previous 74,021
15.54%
Holding current value
$3.53 Million
Previous $3.09 Billion
13.41%
% of portfolio
1.46%
Previous 1.32%
Shares
9 transactions
Others Institutions Holding DFUV
# of Institutions
704Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.4 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.3 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$742 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$596 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$444 Million0.67% of portfolio