Westmount Partners, LLC Dimensional ETF Tr Us Marketwi Transaction History
Westmount Partners, LLC
- $329 Billion
- Q4 2024
A detailed history of Westmount Partners, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Westmount Partners, LLC holds 60,240 shares of DFUV stock, worth $2.55 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
60,240
Previous 60,240
-0.0%
Holding current value
$2.55 Million
Previous $2.51 Billion
1.85%
% of portfolio
0.75%
Previous 0.76%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
643Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.49 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.39 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$783 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$610 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$460 Million0.65% of portfolio