West Hill Financial Advisors, Inc. Dimensional ETF Tr Us Marketwi Transaction History
West Hill Financial Advisors, Inc.
- $445 Million
- Q3 2024
A detailed history of West Hill Financial Advisors, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, West Hill Financial Advisors, Inc. holds 15,726 shares of DFUV stock, worth $651,528. This represents 0.15% of its overall portfolio holdings.
Number of Shares
15,726
Previous 15,726
-0.0%
Holding current value
$651,528
Previous $617,000
6.16%
% of portfolio
0.15%
Previous 0.15%
Shares
5 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.46 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.37 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$767 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$598 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$451 Million0.65% of portfolio