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 $3.65 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
85,524
Previous 74,021
15.54%
Holding current value
$3.65 Million
Previous $3.09 Billion
13.41%
% of portfolio
1.46%
Previous 1.32%
Shares
9 transactions
Others Institutions Holding DFUV
# of Institutions
665Shares Held
271MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.51 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.41 Billion0.46% of portfolio
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Savant Capital, LLC18MShares$767 Million5.98% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$616 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$465 Million0.65% of portfolio